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InvenSense Up on Pokémon Go, but It’s Himax That Should Jump

Invensense (INVN) jumped last week after getting an upgrade from an analyst. The bullish call did not make sense. Though InvenSense develops high- quality gyroscopes for AR/VR, the real growth in this space will happen for Himax Technologies (HIMX).

For now, shareholders of Himax should enjoy the ramp up in sales for display panels in 4K tvs. The growth in smartphone and tablet components also helped...