$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.”

$LITE Q3’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $808M (Est. $809M) 🟡; +90% YoY 🔹 EPS: $2.37 (Est. $2.27) 🟢; +316% YoY 🔹 Gross Margin: 47.9% (Est. 45.2%) 🟢 🔹 Operating Margin: 32.2% 🔹 Cash, Cash Equivalents & Short-Term Investments: $3,172.3M Q4 FY26 Guide: 🔹 Revenue: $960M (Est. $935M) 🟢; +100% YoY 🔹 EPS: $2.85-$3.05 (Est. $2.74) 🟢; +1% to +8% YoY 🔹 Operating Margin: 35.0%-36.0% Other Metrics: 🔹 Series A Convertible Preferred Stock Issuance: Contributed approximately $2.0B to cash in March 2026 🔹 Acquisition: Business acquired in March 2026, details not disclosed 🔹 Restructuring Charges: $1.1M in Q3 FY2026 related to reduction in force 🔹 Cloud Light Escrow Settlement: $27.5M completed during nine months ended March 28, 2026 Commentary: 🔸 “Lumentum delivered an exceptional third quarter, with revenue growing 90% year over year to a record $808 million.” 🔸 “While our top line growth continues to garner headlines, the more impressive part of our recent performance has been our margin expansion.” 🔸 “In fiscal Q3, gross margin improved by 540 basis points on quarter and operating margin by 700 basis points.”