https://i.imgur.com/5Ke46BQ.jpeg https://finance.yahoo.com/news/himax-soars-20-analyst-predicts-165922253.html Himax Soars 20% as Analyst Predicts Key Role in Nvidia and TSM's AI Revolution On Thursday after TF International Securities analyst Ming-Chi Kuo advised Himax technology (NASDAQ:HIMX) might provide critical technology to Nvidia (NASDAQ:NV DA) and Taiwan Semiconductor (NYSE:TSM), its stock was up over 20%. Kuo underlined as key elements for their possible inclusion in the supply chains for Nvidia's next AI processor, the Rubin series, and Taiwan Semiconductor's Co -Packaged Optics (CPO), Himax's Wafer-Level Optics (WLO)technology and relations hip with Fiber Optic Communications (FOCI). With WLO driving long-term expansion for Himax, CPO is positioned to become a cr itical chip design for AI servers and high-performance computing systems, Kuo sa id. Future AI server and high-performance computing architectures are projected to give transfer efficiency top priority through co-packaged optics, the analyst also observed, so fully utilizing advances in chip processing capability. On Thursday, Himax shows double-digit spike in morning trade and a notable incre ase among mounting hope about the company's possible influence in changing semic onductor technologies. 太厲害了 光電技術翻身 -- ※ 發信站: 批踢踢實業坊(ptt.cc), 來自: 36.237.183.232 (臺灣) ※ 文章網址: https://webptt.cc/bbs/Tech_Job/M.1734094139.A.0EB.html