TAIPEI, July 4, 2026, 21:03 (UTC+8)
- Himax Technologies NASDAQ:HIMX fell 7.65% Thursday, finishing at $13.15. Nasdaq will be closed July 3, according to MarketWatch.
- The planned sale of the investee might bring in pre-tax gains of $23 million to $24 million, or about 13.2 to 13.8 cents per ADS before tax and any adjustments.
- Himax dropped 8.62% in five days, moving mostly in line with the PHLX Semiconductor Sector Index (INDEXNASDAQ:SOX), which lost 9.43% for the same period. That slide was bigger than the Nasdaq’s.
It’s Saturday in Taipei and Himax didn’t trade in the Friday U.S. session. Nasdaq holidays show July 3, 2026, closed for Independence Day, so this is both the wrap for last week and a look at next week.
Himax Technologies, Inc. NASDAQ:HIMX slipped in the holiday-shortened week, but that may not be the key number for investors. The company’s plan to sell a 31% fully diluted stake in its equity-method investee could bring a pre-tax gain topping its own projected Q2 profit per ADS, before tax and closing costs.
| Market gauge | Last available close | Day move | Week / 5-day move |
|---|---|---|---|
| Himax Technologies, Inc. NASDAQ:HIMX | $13.15 | fell 7.65% | dropped 8.62% |
| PHLX Semiconductor Sector Index (INDEXNASDAQ:SOX) | 12,626.22 | down 5.44% | lost 9.43% |
| Nasdaq Composite (INDEXNASDAQ:IXIC) | 25,832.67 | off 0.80% | up 2.1% for the week |
Thursday’s drop came on light volume, with 2.72 million Himax ADS changing hands—about 64% of the 65-day average of 4.27 million, according to MarketWatch. Shares remain up 60.56% for the year. The 52-week range is $6.85 to $25.09, and trailing P/E sits at 71.24.
Himax said July 1 that an equity-method investee is set to be acquired by an independent semiconductor technology firm for $80 million cash. Himax is expecting pre-tax disposal gains between $23 million and $24 million if the deal goes through, which the company sees happening in the fourth quarter, pending usual conditions and approvals.
| Himax item | Amount | Investor read-through |
|---|---|---|
| Q1 2026 after-tax profit | $8.0 million | 4.6 cents per diluted ADS |
| Q2 2026 company guidance | Revenue seen up 10% to 13% from prior quarter | Profit in a range of 8.6 to 10.3 cents per diluted ADS |
| Proposed investee disposal gain | $23 million-$24 million pre-tax | Roughly 13.2 to 13.8 cents per ADS pre-tax, based on 174.4 million ADS |
This matters since the disposal could boost reported earnings in late 2026, even if it doesn’t tell much about orders. If investors ignore non-operating gains, focus swings back to display drivers, auto timing controllers and WiseEye AI.
Himax CEO Jordan Wu said in May the company sees “upward momentum through the remainder of 2026,” mostly as new automotive projects hit mass production in the second half. Himax forecast Q2 gross margin at about 32%. Management said automotive Tcon sales should climb at a double-digit rate quarter-over-quarter. GlobeNewswire
Himax rolled out its HE Series indirect time-of-flight depth decoder ICs last week. The new chips are aimed at robotics and machine vision, handling 640 x 480 RAW input at 240 fps and delivering 2D grayscale plus 3D depth output up to 120 fps. Pen-Hsin Chen, who leads Himax’s Image Processing SoC business, said demand for real-time, high-precision 3D sensing is “growing rapidly.”
Semis took a hit. Reuters said the semiconductor index lost 5.4% Thursday, marking its second big daily drop. Nvidia Corp NASDAQ:NVDA slipped 1.4% and SanDisk Corp NASDAQ:SNDK tumbled 14.1%. Bruce Zaro, managing director at Granite Wealth Management, said people were probably “taking profits in chip stocks” after a strong run in 2026. Reuters
Looking to the week, traders are watching Thursday’s prior close around $14.24. Clearing that spot would take back the last session’s losses. If not, it’s about whether the Q4 disposal gain can balance out pressure on high-multiple chip stocks after the SOX dropped 9.43% over five days.
