He was on CNBC this morning when Joe stated that HIMX investors were INTEL and GOOGLE. Cramer has done his home work He knows the wearable computer momentum. He knows the auto industry is looking at innovation The industries are gearing up! Ramping new technologies. . FORDS infotainment system was a major (selling point) or reason people bought their car and created demand. Valuation and demand may have never been looking this good for HIMX. Catalysts, Financial success, Consensus, Relative Valuation (PE-PEG-margins-nets-, and Turnaround Valuation, have made this a strong buy
Apple said to drop Samsung, turn to Innolux for iPad mini displays
By Kevin Bostic
Innolux Corp. may benefit from the ongoing strife between Samsung and Apple, as the iPad maker is said to be dropping the latter in favor of the former as a supplier of touch displays for its iPad mini. Innolux is a Dispay driver customer- FROM the 2013 HIMX Fact sheet: HIMX is a World leader in display driver IC, covering all panel
makers for all applications ...................... The customer list is a who's who in technology==== - InnoLux, Sharp,JDI. Timing controllers- Acer, Sharp, HP, Dell . Power Management- TCL. Asic Processors- Sharp Sony MSFT, TCL, Philips. Touch Controllers- HTC NEC, Epson. CMOS Sensor customers- HP, Lenovo, Sony, ASUS, MOT, Coolpad. Wafer level Optics- Sharp, Foxcon, Huawei
Google uses Himax’s chips in Google Glass, which has yet to be made available to the public, according to The Wall Street Journal.
He will go absolutely mad on this company. Its a rare find and he knows it. Its like a darling with the customer list. He looks for the well established rock bottom companies with explosive technology.