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Benzinga
209 days

Himax To Gain Big As TSMC, Nvidia and AMD Advance Silicon Photonics and COUPE Tech: Analyst

1. Taiwan Semiconductor's silicon photonics development shows significant improvement. 2. Himax expected to reach $1.16 billion revenue by 2026, boosting TSM and AMD. 3. AMD is likely the first to adopt new COUPE technology from TSM. 4. First and second generations of COUPE production are underway with Himax supply. 5. Upcoming events may enhance market visibility for COUPE and silicon photonics.

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FAQ

Why Bullish?

AMD's potential adoption of COUPE technology could drive future growth, similar to past tech trends.

How important is it?

The article discusses developments crucial to AMD's tech strategy and future growth.

Why Long Term?

The adoption is expected by late 2027, indicating a longer-term influence.

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