Himax Confirm CPO Collaboration and Strategic Partnership with FOCI Remain Ongoing and Unchanged

Rhea-AI Summary

Himax (Nasdaq: HIMX) confirmed its collaboration and strategic partnership with FOCI on Co-Packaged Optics (CPO) remains ongoing and unchanged as of Jan. 5, 2026. The companies say they combine Himax's WLO advanced nano imprinting technology with FOCI's silicon photonics work to achieve breakthroughs. The firms report the first-generation CPO solution is under validation by key customers and partners for technology and reliability, and they are working toward mass production readiness in 2026. Concurrent joint development targets future-generation high-speed optical transmission and advanced CPO architectures aimed at AI data-center and HPC bandwidth demands.

Positive

• WLO nano imprinting technology applied to CPO
• First-generation CPO solution under customer validation
• Targeting mass production readiness in 2026
• Joint development with global customers on future CPO

Negative

• First-generation solution not yet commercially launched; validation ongoing
• Mass-production timing remains a 2026 target, not a confirmed shipment date

Key Figures

Share price $8.53 Pre-news last close for HIMX

Daily change 4.15% Price change over prior 24 hours pre-news

Volume today 591,329 shares Compared with 20-day average volume of 1,039,329

52-week high $13.91 52-week trading range high for HIMX

52-week low $5.66 52-week trading range low for HIMX

Price vs 52-week high -38.68% Distance from 52-week high prior to this news

Market cap $1,427,517,000 Equity value before the partnership clarification

200-day MA $8.30 Long-term moving average level for HIMX

Market Reality Check

$8.43 Last Close

Volume Volume 591,329 is at 0.57x the 20-day average of 1,039,329 shares. low

Technical Shares trade slightly above the 200-day MA, at $8.53 vs MA $8.30.

Peers on Argus

HIMX was up 4.15% pre-news with mixed peers: NVTS up 11.73%, MXL up 3.81%, AOSL and IMOS modestly positive, while LASR slipped 0.31%, suggesting a stock-specific rather than broad sector move.

Historical Context

Date	Event	Sentiment	Move	Catalyst
Dec 30	AR display launch	Positive	+0.4%	Unveiled ultra-slim high-brightness LCoS microdisplay for AR glasses at CES.
Dec 24	AI drone solution	Positive	+0.1%	Announced Drone AI imaging solution with edge-AI vision SoC for CES showing.
Dec 01	Health-tech monitor	Positive	-0.5%	Launched AI-enabled Pro-Eye vision-care monitor for reduced eye strain.
Nov 06	Q3 2025 earnings	Positive	-12.9%	Reported Q3 results beating profit guidance and issued flat-to-up Q4 outlook.
Oct 14	Biometric showcase	Positive	+2.1%	Showcased WiseEye palm vein authentication with on-device AI at Sectech Sweden.

Pattern Detected

Product and AI showcase news often saw modest positive or flat moves, while earnings and some product launches drew sharper negative reactions, indicating occasional divergence between seemingly positive headlines and price behavior.

Recent Company History

Over the last few months, Himax released several product and AI-related announcements alongside earnings. AR microdisplay and drone imaging showcases around Dec 2025 saw only small moves, while an AI-enabled vision-care monitor and WiseEye biometrics highlighted its diversification into health and security. The Q3 2025 results beat guidance but coincided with a -12.94% move, showing sensitivity around financial updates. Today’s CPO partnership clarification fits the broader strategy of expanding into AI and high-speed optics.

Market Pulse Summary

This announcement reaffirmed that Himax’s CPO collaboration and strategic partnership with FOCI remained ongoing and unchanged, with first-generation solutions under customer validation and mass production targeted for 2026. It underscores Himax’s push into silicon photonics, AI data center, and high-performance computing bandwidth applications. In context of recent AI and display partnerships, investors may watch progress milestones, customer wins, and integration of WLO nano imprinting technology in commercial deployments.

Key Terms

co-packaged optics technical

"in the field of Co-Packaged Optics (CPO). All ongoing collaborations"

Co-packaged optics are optical components—lasers and fiber interfaces—physically packaged together with a network switch’s main processing chip so light-based data links sit much closer to the chip instead of traveling over long electrical traces. For investors, this matters because it can dramatically cut power use, boost data speed and density, and lower system costs in large data centers and telecom equipment, much like moving a power outlet next to a heavy appliance to avoid long, inefficient extension cords.

silicon photonics technical

"the two companies have achieved significant breakthroughs in silicon photonics technology."

Silicon photonics is the technology that uses tiny structures etched into silicon chips to generate, control and detect light for moving data and sensing, essentially putting optical fiber functions onto a computer chip. For investors, it matters because it can dramatically increase data speed and energy efficiency in data centers, telecom networks and advanced sensors, potentially lowering costs and enabling new products much like replacing many metal wires with faster, low-power optical highways.

nano imprinting technical

"Himax leverages its proprietary WLO advanced nano imprinting technology."

A manufacturing method that creates extremely small patterns by pressing or rolling a mold into a soft or pliable material, similar to stamping a design into clay but at a scale a thousand times smaller than a hair. It matters to investors because it can reduce production costs, improve performance of chips, sensors or optical components, and enable new products—factors that can affect a maker’s competitiveness, margins and growth potential.

ai data center technical

"to address the explosive bandwidth demands driven by AI data center and"

An AI data center is a specialized facility that houses powerful computers, networking gear, and cooling systems designed specifically to run and store artificial intelligence workloads, like training large models and serving real-time AI applications. Investors care because these centers are capital-intensive infrastructure that enable companies to offer advanced AI services, drive recurring revenue, and create competitive advantages, much like a factory that determines how quickly and cheaply a business can produce its product.

high-performance computing technical

"bandwidth demands driven by AI data center and high-performance computing (HPC) applications."

A cluster of very powerful computers, special chips and fast networks designed to tackle huge, complex calculations far faster than a normal PC — like replacing a single delivery van with a synchronized fleet to move a city’s worth of packages. For investors, high-performance computing matters because it enables faster product development, more accurate simulations and data analysis, and new revenue streams for hardware, software and services, making firms that supply or use it potentially more competitive and scalable.

AI-generated analysis. Not financial advice.

TAINAN, Taiwan, Jan. 05, 2026 (GLOBE NEWSWIRE) -- In response to recent media reports, Himax Technologies, Inc. (“Himax” or “Company”) (Nasdaq: HIMX), an industry leader in fabless display driver ICs and other semiconductors, today issued a statement clarifying that Himax is an important collaboration and strategic partner of FOCI Fiber Optic Communications, Inc. (“FOCI”) in the field of Co-Packaged Optics (CPO). All ongoing collaborations between the two parties continue to progress actively, and there has been no change as claimed in a certain media report.

In the field of CPO, Himax leverages its proprietary WLO advanced nano imprinting technology. Together with FOCI, the two companies have achieved significant breakthroughs in silicon photonics technology. The first-generation solution is currently being validated by key customers and partners for the technologies and their reliability while the companies work toward mass production readiness in 2026.

Concurrent with the development of the first-generation CPO solution, as strategic partners, the two companies are conducting joint development efforts with global leading customers and ecosystem partners, focusing on future-generation high-speed optical transmission technologies and advanced CPO architectures to address the explosive bandwidth demands driven by AI data center and high-performance computing (HPC) applications.

About Himax Technologies, Inc.

Himax Technologies, Inc. (NASDAQ: HIMX) is a leading global fabless semiconductor solution provider dedicated to display imaging processing technologies. The Company’s display driver ICs and timing controllers have been adopted at scale across multiple industries worldwide including TVs, PC monitors, laptops, mobile phones, tablets, automotive, ePaper devices, industrial displays, among others. As the global market share leader in automotive display technology, the Company offers innovative and comprehensive automotive IC solutions, including traditional driver ICs, advanced in-cell Touch and Display Driver Integration (TDDI), local dimming timing controllers (Local Dimming Tcon), Large Touch and Display Driver Integration (LTDI) and OLED display technologies. Himax is also a pioneer in tinyML visual-AI and optical technology related fields. The Company’s industry-leading WiseEye^TM Ultralow Power AI Sensing technology which incorporates Himax proprietary ultralow power AI processor, always-on CMOS image sensor, and CNN-based AI algorithm has been widely deployed in consumer electronics and AIoT related applications. Himax optics technologies, such as diffractive wafer level optics, LCoS microdisplays and 3D sensing solutions, are critical for facilitating emerging AR/VR/metaverse technologies. Additionally, Himax designs and provides touch controllers, OLED ICs, LED ICs, EPD ICs, power management ICs, and CMOS image sensors for diverse display application coverage. Founded in 2001 and headquartered in Tainan, Taiwan, Himax currently employs around 2,200 people from three Taiwan-based offices in Tainan, Hsinchu and Taipei and country offices in China, Korea, Japan, Germany, and the US. Himax has 2,586 patents granted and 371 patents pending approval worldwide as of September 30, 2025.

http://www.himax.com.tw

Forward Looking Statements

Factors that could cause actual events or results to differ materially from those described in this conference call include, but are not limited to, the effect of the Covid-19 pandemic on the Company’s business; general business and economic conditions and the state of the semiconductor industry; market acceptance and competitiveness of the driver and non-driver products developed by the Company; demand for end-use applications products; reliance on a small group of principal customers; the uncertainty of continued success in technological innovations; our ability to develop and protect our intellectual property; pricing pressures including declines in average selling prices; changes in customer order patterns; changes in estimated full-year effective tax rate; shortage in supply of key components; changes in environmental laws and regulations; changes in export license regulated by Export Administration Regulations (EAR); exchange rate fluctuations; regulatory approvals for further investments in our subsidiaries; our ability to collect accounts receivable and manage inventory and other risks described from time to time in the Company's SEC filings, including those risks identified in the section entitled "Risk Factors" in its Form 20-F for the year ended December 31, 2024 filed with the SEC, as may be amended.

Himax Contacts:

Karen Tiao, Head of IR/PR
Himax Technologies, Inc.
Tel: +886-2-2370-3999
Fax: +886-2-2314-0877
Email: hx_ir@himax.com.tw
www.himax.com.tw

Mark Schwalenberg, Director
Investor Relations - US Representative
MZ North America
Tel: +1-312-261-6430
Email: HIMX@mzgroup.us

FAQ

What did Himax announce about its partnership with FOCI on Jan. 5, 2026?

Himax confirmed its collaboration with FOCI on CPO remains ongoing and unchanged and is progressing actively.

When is the Himax–FOCI first-generation CPO solution expected to be production-ready?

The companies are working toward mass production readiness in 2026.

Is Himax's CPO technology already validated by customers for reliability?

The first-generation solution is currently being validated by key customers and partners for technologies and reliability.

What proprietary technology does Himax bring to the CPO collaboration with FOCI?

Himax leverages its proprietary WLO advanced nano imprinting technology in the CPO efforts.

How could Himax–FOCI CPO work address AI data-center bandwidth needs?

The partnership focuses on high-speed optical transmission and advanced CPO architectures designed for AI data-center and HPC bandwidth demands.