Himax Technologies (HIMX) Q2 FY26 earnings call

Himax delivered a strong Q2 FY26, surpassing guidance on revenue, gross margin, and profit, primarily fueled by robust automotive IC sales and a favorable product mix. The company is navigating industry-wide supply chain constraints and rising costs by leveraging its global supply chain and implementing pricing adjustments. Strategic investments in smart glasses and CPO are progressing, with CPO poised for meaningful financial contributions starting in 2027.