Added to YB: 2026-04-16
Pitch date: 2026-04-09
AMS.SW [bullish]
ams-OSRAM AG
+6.85%
current return
Author Info
No bio for this author
Company Info
ams-OSRAM AG engages in the design, manufacture, and sale of LED and optical sensor solutions in Europe, the Middle East, Africa, the United States, and the Asia/Pacific.
Market Cap
CHF 1.1B
Pitch Price
CHF 10.08
Price Target
N/A
Dividend
N/A
EV/EBITDA
4.95
P/E
-8.59
EV/Sales
0.83
Sector
Semiconductors and Semiconductor Equipment
Category
growth
ams-OSRAM: The Overlooked Photonics Play Enabling Million-GPU Factories
AMS.SW: Post-restructuring photonics pure-play after €570M Infineon asset sale. Breakthrough microLED arrays for AI 'slow-and-wide' interconnects achieve <2 pJ/bit energy efficiency, critical for NVIDIA Rubin CPO needs. Trades at discount vs COHR/LITE despite owning core IP for 800G/1.6T networking. Solves AI's power constraint bottleneck.
Read full article (2 min)