Stock Track | Himax Soars 8.18% Intraday on Optical Communication Rally Amid Indium Phosphide Supply Shortage

Stock Track

May 20

Himax Technologies (HIMX) stock soared 8.18% intraday on Tuesday, participating in a broad rally across optical communication names.

The surge is attributed to institutional research reports highlighting severe capacity constraints for indium phosphide (InP) substrates, a critical component for optical modules. The global supply-demand gap exceeds 50%, with demand for InP substrates expected to surge further as optical modules evolve from 800G to 1.6T.

Analysts forecast this structural shortage to persist through 2028 due to long expansion cycles, high technical barriers, and extended customer certification periods, drawing significant capital attention to optical communication-related stocks like Himax.

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

{"basename":"","ssrTDKData":{"titleTemplate":"%s - Tiger Brokers","title":"Tiger Brokers | Global Stocks, Options & Futures Trading App","description":"Tiger Brokers, one-stop investment in US stocks, SGX stocks, HK stocks, A-shares & other global assets. One of the best stock trading platforms in Singapore.","keywords":"tiger brokers,tiger trade,tiger brokers singapore,broker online,stock trading in singapore,share trading singapore,brokerage firm singapore,trading app,stock broker singapore,stock trading platforms,trading account","social":{"ogDescription":"Tiger Brokers, one-stop investment in US stocks, SGX stocks, HK stocks, A-shares & other global assets. One of the best stock trading platforms in Singapore.","ogImage":"https://c1.itigergrowtha.com/portal5/static/media/og-logo.be62fbe1.png","ogUrl":"https://www.itiger.com/news/1172964643"},"companyName":"Tiger Brokers"},"pageData":{"isMobile":false,"isTiger":false,"isTTM":true,"region":"SGP","license":"TBSG","edition":"fundamental"},"isCrawlerRequest":true,"__swrFallback__":{"@#url:\"https://stock-news.skytigris.cn/v3/news\",params:#id:\"1172964643\",edition:\"fundamental\",auth_exemption:1,,,undefined,":{"share":"https://ttm.financial/m/news/1172964643?lang=en_US&edition=fundamental","thumbnail":"","is_english":true,"pubTime":"2026-05-20 01:30","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"1172964643","market":"nz","top_or_hot":-1,"title":"Stock Track | Himax Soars 8.18% Intraday on Optical Communication Rally Amid Indium Phosphide Supply Shortage","media":"Stock Track","content":"<p>Himax Technologies (HIMX) stock soared 8.18% intraday on Tuesday, participating in a broad rally across optical communication names.</p><p>The surge is attributed to institutional research reports highlighting severe capacity constraints for indium phosphide (InP) substrates, a critical component for optical modules. The global supply-demand gap exceeds 50%, with demand for InP substrates expected to surge further as optical modules evolve from 800G to 1.6T.</p><p>Analysts forecast this structural shortage to persist through 2028 due to long expansion cycles, high technical barriers, and extended customer certification periods, drawing significant capital attention to optical communication-related stocks like Himax.</p>","source":"ai_movement_en","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Stock Track | Himax Soars 8.18% Intraday on Optical Communication Rally Amid Indium Phosphide Supply Shortage</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nStock Track | Himax Soars 8.18% Intraday on Optical Communication Rally Amid Indium Phosphide Supply Shortage\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1086803395\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Stock Track </p>\n<p class=\"h-time\">2026-05-20 01:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Himax Technologies (HIMX) stock soared 8.18% intraday on Tuesday, participating in a broad rally across optical communication names.</p><p>The surge is attributed to institutional research reports highlighting severe capacity constraints for indium phosphide (InP) substrates, a critical component for optical modules. The global supply-demand gap exceeds 50%, with demand for InP substrates expected to surge further as optical modules evolve from 800G to 1.6T.</p><p>Analysts forecast this structural shortage to persist through 2028 due to long expansion cycles, high technical barriers, and extended customer certification periods, drawing significant capital attention to optical communication-related stocks like Himax.</p>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"HIMX","symbol_name":"奇景光电","start_time":0,"source_url":"","article_id":"1172964643","we_media_id":"1086803395","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=1172964643","pubTimestamp":1779211854,"columns":[],"sourceInfo":{"source_id":"ai_movement_en","name":"Stock Track"},"weMediaInfo":{"media_name":"Stock Track","introduction":"Track stock‘s movements and relevant news","home_visible":1,"id":"1086803395","head_image":"https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390"},"summary":"Himax Technologies (HIMX) stock soared 8.18% intraday on Tuesday, participating in a broad rally across optical communication names.The surge is attributed to institutional research reports...","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"HIMX":"奇景光电"},"translate_title":"个股追踪|磷化铟供应短缺光通信反弹奇景盘中大涨8.18%","themeId":"","isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"HIMX":1},"content_text":"Himax Technologies (HIMX) stock soared 8.18% intraday on Tuesday, participating in a broad rally across optical communication names.The surge is attributed to institutional research reports highlighting severe capacity constraints for indium phosphide (InP) substrates, a critical component for optical modules. The global supply-demand gap exceeds 50%, with demand for InP substrates expected to surge further as optical modules evolve from 800G to 1.6T.Analysts forecast this structural shortage to persist through 2028 due to long expansion cycles, high technical barriers, and extended customer certification periods, drawing significant capital attention to optical communication-related stocks like Himax.","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"movement","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"}}}