Jordan Wu

“The rapid rise in AI demand is placing unprecedented strain on memory chip supply, impacting many non-AI applications. This, in turn, has led to capacity tightness across foundry, packaging, and testing in mature process nodes where we are anchored, putting upward pressure on our cost structure.”

“Conditions remain under pressure from ongoing macroeconomic uncertainties. In memory, the further weight for electronic products. However, compared with consumer products, the automotive segment total sales is more immune to memory crisis.”

“The U.S.-China tariff negotiations recently reached a preliminary framework, sending a positive signal to the market. Yet most panel customers continue to adopt a make-to-order model and maintain low inventory levels.”

“Uncertainty surrounding tariff policies persisted across the global economy throughout the third quarter and into July. However, starting in August, the U.S. began clarifying its tariff measures towards most of the countries, including major economies such as Japan and the EU.”

“To start off, I would like to quickly comment on the recent abrupt and significant NT dollar appreciation against the US dollar; its impact on Himax’s Q2 financial results is limited and has been accounted for in the financial guidance for the quarter.”