The White House has invited a scaled-back CEO delegation to accompany Trump to Beijing next week, five sources briefed on preparations said, reflecting divisions in the administration on economic policy toward China and limited expectations for the summit https://t.co/V5bdud9A28

Our Director @n1ckler on SHRINCS and SHRIMPS at @OPNEXT2026: SHRINCS converts systemic quantum network risk into localized device risk. Localized risk can be managed. SHRIMPS adds a second compact path for backup devices: ~3,000 bytes vs 580 bytes primary, 0.87 TPS vs 0.36 TPS baseline.

$NVDA and $IREN announced a strategic partnership to deploy up to 5 GW of AI infrastructure across IREN’s global data center pipeline. Sweetwater in Texas is planned as the flagship NVIDIA DSX deployment. NVIDIA also gets the right to invest up to $2.1B in IREN https://t.co/Wpl8ioabKs

$HIMX Q1’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $199.0M (Est. $195M) 🟢 🔹 EPS Per Diluted ADS: $0.046 (Est. $0.03) 🟢 🔹 Gross Margin: 30.4%, at high end of guide (Est. 30%) 🟢 Q2 2026 Guide: 🔹 Revenue: +10.0% to +13.0% QoQ (Est 5%) 🟢 🔹 Gross Margin: Around 32% (Est. 30.8%) 🟢 🔹 EPS Per Diluted ADS: $0.086-$0.103 Segment Performance: 🔹 Large Display Driver Revenue: $24.2M; +11.7% QoQ 🔹 Large Display Driver Revenue Mix: 12.2% of total sales 🔹 Small & Medium Display Driver Revenue: $135.8M; -2.4% QoQ 🔹 Small & Medium Display Driver Revenue Mix: 68.2% of total sales 🔹 Non-Driver Revenue: $39.0M; -7.7% QoQ 🔹 Non-Driver Revenue Mix: 19.6% of total sales Other Metrics: 🔹 Automotive Driver Sales: Declined double digits QoQ in Q1 🔹 Smartphone IC Sales: Increased QoQ, driven by new OLED solutions entering mass production for a leading smartphone brand’s mainstream model 🔹 Tablet IC Sales: Increased QoQ, driven by renewed mainstream demand and shipments for a new premium OLED tablet 🔹 Automotive Tcon: Hundreds of secured design wins across a broad customer base 🔹 WiseEye: Adopted by a leading brand for smart glasses, with mass production expected later this year 🔹 CPO Gen 1: Small quantity shipments expected in 2H26 🔹 CPO Gen 2: Nearing completion of customer product validation for AI data center applications 🔹 FOCI Stake: 5.36%, valued at NT$4.96B / $156M as of May 7 close 🔹 Patents: 2,564 granted, 331 pending as of March 31, 2026 Financials: 🔹 Operating Profit: $10.2M 🔹 After-Tax Profit: $8.0M 🔹 Operating Expenses: $50.3M; -8.4% QoQ, +9.9% YoY 🔹 Operating Margin: 5.1% 🔹 Cash, Cash Equivalents & Other Financial Assets: $287.6M 🔹 Long-Term Unsecured Loans: $27.0M, including $6.0M current portion 🔹 Inventory: $151.7M 🔹 Accounts Receivable: $190.9M 🔹 DSO: 86 days 🔹 CapEx: $2.9M Capital Return: 🔹 Annual Cash Dividend: $0.252 per ADS 🔹 Total Dividend Payout: $44M 🔹 Dividend Payout Ratio: 100% of previous year’s profit 🔹 Dividend Payable Date: July 10, 2026 Commentary: 🔸 “We expect upward momentum through the remainder of 2026, supported by a meaningful number of new automotive projects scheduled to enter mass production in the second half.” 🔸 “The positive outlook is also supported by the anticipated growth in our non-driver IC businesses, particularly Tcon and WiseEye AI.” 🔸 “Despite ongoing macro uncertainty, Himax continues to expand beyond its traditional display IC business, focusing on key growth areas including smart glasses, ultralow power AI and CPO.” 🔸 “These emerging technologies present significant growth opportunities that help diversify our revenue base into areas with attractive gross margin profiles and profitability while also strengthening our overall competitiveness.”

xAI and SpaceXAI have just made Colossus 1 available to Anthropic to support Claude. This means more than 220,000 NVIDIA GPUs in one of the world’s largest and fastest-built AI superclusters are now helping to improve Claude’s user experience, code limits, and API capacity. xAI and Anthropic are also discussing plans for several gigawatts of AI computing power in orbit. Solar-powered data centers in space could be coming soon. Elon said he personally met with the Anthropic team last week.“Everyone I met was highly competent and cared a great deal about doing the right thing. No one set off my evil detector.” He approved the lease of Colossus 1 to them. xAI has already shifted its own training to Colossus 2, so the cluster would have been sitting idle. Now it’s being put to good use powering more Claude capacity. Space is becoming the next frontier for data centers.