Himax and FOCI Continue Strategic Partnership, CPO Collaboration Unaffected

Himax Technologies Reaffirms Commitment to Co-Packaged Optics Partnership with FOCI

TAINAN, Taiwan, Jan. 5, 2026 – In a move to clarify recent speculation, Himax Technologies, Inc. (Nasdaq: HIMX), a leading fabless semiconductor solutions provider, has unequivocally stated that its collaboration and strategic partnership with FOCI Fiber Optic Communications, Inc. (FOCI) in the realm of Co-Packaged Optics (CPO) remains robust and on track. The company issued a statement today, emphasizing that ongoing joint development efforts are progressing actively, with no changes to the established partnership.

At the heart of this collaboration lies Himax’s proprietary advanced WLO nano imprinting technology, which, when combined with FOCI’s expertise in silicon photonics, is driving significant advancements. The firms are reporting that their first-generation CPO solution is currently undergoing rigorous validation by key customers and strategic partners. This validation phase is critical for assessing both the technological capabilities and the reliability of the solution, paving the way for mass production readiness, which is firmly targeted for 2026.

Beyond the immediate first-generation product, Himax and FOCI are engaged in concurrent joint development initiatives. These efforts are specifically designed to address the rapidly escalating bandwidth demands spurred by AI data centers and high-performance computing (HPC) applications. The focus is on developing next-generation high-speed optical transmission technologies and sophisticated CPO architectures, positioning the partnership at the forefront of next-generation data infrastructure.

This continued emphasis on CPO underscores Himax’s strategic pivot and expansion into cutting-edge sectors. While Himax has long been a dominant player in display driver ICs for consumer electronics, automotive, and industrial applications, its foray into areas like tinyML visual-AI and optical technologies signals a concerted effort to capitalize on emerging high-growth markets. The company’s extensive patent portfolio, numbering over 2,500 granted patents, reflects a deep commitment to innovation across its diverse technology segments.

The market will be keenly watching the progress of the Himax-FOCI CPO initiative. Success in this venture could significantly bolster Himax’s revenue streams and market position, particularly as data-intensive applications like artificial intelligence continue to proliferate, demanding ever-increasing levels of network performance and efficiency. The integration of Himax’s advanced nano imprinting technology into CPO solutions represents a key differentiator, promising enhanced optical performance and potentially lower power consumption compared to traditional approaches.

About Himax Technologies, Inc.

Himax Technologies, Inc. (NASDAQ: HIMX) is a premier global fabless semiconductor solution provider, specializing in display imaging processing technologies. The Company’s advanced display driver ICs and timing controllers are widely adopted across numerous industries, including televisions, PC monitors, laptops, mobile phones, tablets, automotive systems, ePaper devices, and industrial displays. Himax holds a leading global market share in automotive display technology, offering comprehensive IC solutions such as traditional driver ICs, advanced in-cell Touch and Display Driver Integration (TDDI), Local Dimming Tcon, Large Touch and Display Driver Integration (LTDI), and OLED display technologies. The Company is also a recognized pioneer in tinyML visual-AI and optical technologies. Himax’s industry-leading WiseEye™ Ultralow Power AI Sensing technology, featuring its proprietary AI processor, always-on CMOS image sensor, and CNN-based AI algorithm, has been extensively deployed in consumer electronics and AIoT applications. Furthermore, Himax’s optical technologies, including diffractive wafer level optics, LCoS microdisplays, and 3D sensing solutions, are integral to the advancement of emerging AR/VR/metaverse technologies. The Company also designs and supplies touch controllers, OLED ICs, LED ICs, EPD ICs, power management ICs, and CMOS image sensors, covering a broad spectrum of display applications. Founded in 2001 and headquartered in Tainan, Taiwan, Himax employs approximately 2,200 professionals across its offices in Tainan, Hsinchu, and Taipei, as well as international country offices in China, Korea, Japan, Germany, and the United States. As of September 30, 2025, Himax held 2,586 granted patents and had 371 pending patent applications worldwide.

Forward Looking Statements

Certain statements in this release may be forward-looking. These are based on current expectations, forecasts, and assumptions that involve risks and uncertainties. Actual results could differ materially from those described in these forward-looking statements due to a variety of factors, including but not limited to, the effects of the Covid-19 pandemic on the Company’s business; general business and economic conditions and the state of the semiconductor industry; market acceptance and competitiveness of the driver and non-driver products developed by the Company; demand for end-use applications products; reliance on a small group of principal customers; the uncertainty of continued success in technological innovations; our ability to develop and protect our intellectual property; pricing pressures including declines in average selling prices; changes in customer order patterns; changes in estimated full-year effective tax rate; shortage in supply of key components; changes in environmental laws and regulations; changes in export license regulated by Export Administration Regulations (EAR); exchange rate fluctuations; regulatory approvals for further investments in our subsidiaries; our ability to collect accounts receivable and manage inventory, and other risks described from time to time in the Company’s SEC filings, including those risks identified in the section entitled “Risk Factors” in its Form 20-F for the year ended December 31, 2024, filed with the SEC, as may be amended.

Himax Contacts:

Karen Tiao, Head of IR/PR
Himax Technologies, Inc.
Tel: +886-2-2370-3999
Fax: +886-2-2314-0877
Email: [email protected]
www.himax.com.tw

Mark Schwalenberg, Director
Investor Relations – US Representative
MZ North America
Tel: +1-312-261-6430
Email: [email protected]