Himax In Transition, Is There Light At The End Of The Tunnel?

  • Himax looks to be set to move to the non-display driver business in a more serious way with a large CapEx program and an acquisition.
  • It is gearing up investments for the 3D sensing business and IoT vision. Revenues are not immediately expected, but from the second half onwards, things could become interesting.
  • They’ll need a rebound of some sort because dividends and significantly increased CapEx is emptying the coffers.

Source: Himax In Transition, Is There Light At The End Of The Tunnel? – Himax Technologies, Inc. (NASDAQ:HIMX) | Seeking Alpha