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To: Return to Sender who wrote (93692)	1/23/2025 9:31:17 PM
From: Return to Sender	Respond to of 95333

MW Texas Instruments finally sees growth on the horizon, but it's a slow recovery 8:25 PM ET 1/23/25 \| MarketWatch By Emily Bary The semiconductor company predicts a return to growth after more than two years of revenue declines, but the industrial and automotive markets have yet to bottom Texas Instruments Inc.'s business has been in decline for more than two years, but the company expects it will likely see growth again in the current quarter. That's implied by the semiconductor company's revenue outlook, which calls for $3.74 billion to $4.06 billion for the first quarter. The range is well above the $3.66 billion that Texas Instruments (TXN) posted a year before. But first, investors are digesting the continued sluggish trends seen in the fourth quarter, when revenue fell 2% from a year earlier to come in at $4.01 billion. Analysts tracked by FactSet had been modeling $3.88 billion. Texas Instruments makes chips for the industrial and automotive markets, both of which have spent years under pressure. Edward Jones analyst Logan Purk said the company's outlook reflects an expectation for its analog markets to "slowly recover from prolonged industry weakness." The stock fell 4.6% in Thursday's extended session. See also: Beyond Oracle and Nvidia, these stocks and sectors can benefit from the Stargate AI venture Some of Texas Instruments' markets are "already on the cyclical upturn," Chief Executive Haviv Ilan said on the earnings call, according to a FactSet transcript. But in terms of the big industrial and automotive markets, he and his team "haven't seen the bottom yet," Ilan added. The company's projection of a return to growth "could drive investor excitement about a general recovery in chip demand outside of the still white-hot AI markets," Purk said in a note to clients. "However, with industrial and auto end-markets still somewhat weak, we think investors will focus on the pace of recovery." He said that in many cycles, there's a "sharp uptick." In this case, though, there's only been "gradual improvement." Meanwhile, Wall Street also must consider the company's forecast for 94 cents to $1.16 in first-quarter earnings per share. That compares with the $1.17 FactSet consensus. "Costs remain elevated because the company continues to buildout new capacity additions," Purk wrote, while maintaining his hold rating on the stock. "This will likely weigh on profitability until new fabrication plants are fully up and running." Read: Boeing warns investors to brace for steeper quarterly losses, lower revenue -Emily Bary This content was created by MarketWatch, which is operated by Dow Jones & Co. MarketWatch is published independently from Dow Jones Newswires and The Wall Street Journal.

To: Return to Sender who wrote (93692)	1/24/2025 11:13:41 AM
From: Sam	2 Recommendations Recommended By Julius Wong Return to Sender Read Replies (3) \| Respond to of 95333

Himax Skyrockets Nearly 56% in a Month--And It's Not Slowing Down Khac Phu Nguyen Thu, January 23, 2025 at 12:40 PM EST 2 min read Himax Technologies ( NASDAQ:HIMX) just caught a serious tailwind from Taiwan Semiconductor ( NYSE:TSM), and investors are paying attention. TF International's Ming-Chi Kuo is calling it a key beneficiary of TSMC's big bet on artificial intelligence and silicon photonics. Himax, as the exclusive micro-lens array supplier for COUPETSMC's cutting-edge silicon photonics techis in prime position as the first and second generations move into mass production validation. AMD ( NASDAQ:AMD) is expected to be the first major adopter, while Nvidia ( NASDAQ:NVDA) could jump in if production stays on track. The AI-driven optical computing race is heating up, and Himax is sitting at the right table. Investors are already locking in. Himax shares popped nearly 56% in one month and surged nearly 21% this morning, and analysts are scrambling to adjust their outlook. Baird just doubled its price target from $7.00 to $15.00, citing the company's growing presence in Co-Packed Optics and Augmented Reality. Himax also delivered a solid Q3, beating expectations with $222.4 million in revenue, backed by strong automotive and tablet sales. Even with operating expenses creeping upmostly from annual bonusesthe bigger picture is clear: demand is ramping, and Himax is capitalizing. The company is pushing further into OLED and AI sensing, with automotive OLED solutions on track for mass production in 2025. Looking ahead, Himax is stacking catalysts. Its WiseEye AI Sensing solution is expanding into new applications, while advanced CPO technology is driving non-driver IC sales. This isn't just about one product cycleit's about a strategic move into next-gen computing, AI, and optical innovations. With a strong foothold in multiple high-growth sectors, Himax is shaping up to be a serious contender in the semiconductor space, just as the AI boom accelerates. This article first appeared on GuruFocus. finance.yahoo.com