📅 Come explore it in person: EPIC Technology Meeting on Photonics & Microelectronics · 9 Nov 2026 · ams OSRAM, Regensburg 🇩🇪 Register → epic-photonics.com/events/ep… #EPIC2026 #DigitalPhotonics #amsOSRAM (3/3

Congratulations M/s. AMS SEMICONDUCTORS INDIA PRIVATE LIMITED! for renewal of license #GrowWithSTPI #DigitalIndia #STPIINDIA #startupindia @AshwiniVaishnaw @JitinPrasada @stpiindia @GoI_MeitY @amsOSRAM

Next are optical chips from @amsOSRAM @cashInsider will cover in premarket action one day ❤️‍🔥🚀🪄

Next are optical chips from @amsOSRAM @cashInsider will cover in premarket action one day ❤️‍🔥🚀🪄

#DQW #amsosram Kodu doğru ise grafik aşırı alım noktasına ulaşmış ve hacim düşüşe geçmiş.Çanak hedefi gerçekleşmiş..Eğer yükseliş devam edecekse yükselen kanal içine girmemeli yada civarında biraz yatay hareket ederek bayrak devam formasyonu oluşturmalı.Kanal içine girerse ilk destek 18,47 seviyesidir.Yeni alıma cok uygun görünmüyor.Elde var ise kar alım yeri için uygun duruyor.24,89 üstü kalıcılık görülürse yükseliş devamı düşünülebilir. Yatırım tavsiyesi değildir. Hisseyi soran takipçim: @nefi909

Der Hersteller von Kolbenkompressoren @BurckhardtCompr profitiert langfristig vom Schock am Energiemarkt. Ausserdem: @schindlergroup verschiebt Investorentag, KI-Fantasie erfasst @amsOSRAM, Richemont kommt @AudemarsPiguet näher, Tecan kann Hilfe brauchen und Jan Jenisch kauft bei @amrize zu. themarket.ch/unternehmen/sch…

🔶 $AMS – ams #OSRAM: Der nächste AI-Photonik-Move läuft 🔬💡 Die Community fragt sich : Ist $SIVE ein Scam? Und während andere noch über KI-Laser reden, liefert ams OSRAM $DQW1 bereits: ✅ Q1 Umsatz €796 Mio. – oberes Ende der Guidance übertroffen ✅ EBITDA-Marge 16,5% – starke Execution trotz FX-Gegenwind ✅ Entwicklungsvertrag mit führendem AI-Photonik-Partner für optische Interconnects in KI-Rechenzentren – Prototype bereits demonstriert ✅ AR Smart Glasses – bereits Lieferant, Content-Opportunity €50–100 pro Brille ✅ Klarer Weg zu positivem Free Cashflow 2027 Die „Slow & Wide” microLED-Interconnect-Technologie adressiert exakt den Pain Point von AI-Datacenter-Betreibern: Energieeffizienz, Thermik, Skalierbarkeit. Kein anonymer Reddit-Account. Kein leeres Büro. Kein Restatement. Ein etabliertes Unternehmen mit €3 Mrd. Jahresumsatz, das gerade den Pivot zu Digital Photonics vollzieht – und das der Markt noch nicht vollständig eingepreist hat. 🧠 Die Rotation von spekulativer Laser-Story → substanzbasiertem Photonik-Leader ist der Move. $SIVE war die Spekulation. $AMS ist die Substanz. #Photonik #AIInfrastructure #DigitalPhotonics #AmsOsram ⸻ 📌 Keine Anlageberatung. Eigene Analyse, eigenes Risiko.

Osram incorpora tres lámparas de inspección para mejorar la visibilidad del mecánico al levantar el capó | Infotaller #infotaller #talleres #posventa @amsOSRAM infotaller.tv/reparacion/osr…

ams OSRAM: THE PHOTONICS REBOUND? - Earnings release today After years of restructuring, $AMS has finally delivered a "clean" Q4 2025. The insolvency thesis is dead, but the road to tech-champion status is still being paved. Here is the deep-dive. 🧵👇 1️⃣ Q4/25 Results: Delivering on Promises ams OSRAM beat market expectations this morning. Revenue: €874M (strong finish in Automotive). Margins: Adj. EBITDA margin rose to 18.4% – proof that cost-cutting is finally filtering through to the bottom line. Cash Flow: €144M Free Cash Flow in FY25. The era of massive cash burn is officially over. 2️⃣ 📊 Valuation Snapshot (Pro-Forma Feb 2026) The Infineon deal transforms the balance sheet. Here is the "Before vs. After" (Pro-forma): Share Price: ~ 8.25 CHF Market Cap: ~ €841M Net Debt (Before): ~ €1.52B Net Debt (After Deal): ~ €848M* Enterprise Value (EV): ~ €1.69B Leverage Ratio: Dropping from 3.3x to 2.5x *Pro-forma: Includes €570M from Infineon and ~€100M from specialty lamp divestments. 3️⃣ The Infineon "Gamechanger" 🃏 The sale of the non-optical sensor business to Infineon for €570M in cash is the strategic pivot we’ve been waiting for. Deleveraging: Significant debt reduction. Pure Play: ams OSRAM is now 100% focused on Digital Photonics. No more distractions. 4️⃣ Management: Building Back Trust 🤝 CEO Aldo Kamper and CFO Rainer Irle are successfully cleaning up the mess of the past. Track Record: They executed the rights issue and now the Infineon deal. Credibility is returning. The Catch: The market remains wary after past disappointments (Micro-LED). Management must now hit the newly announced "Simplify" targets (€200M p.a. savings by 2028). 5️⃣ Risks vs. Opportunities ⚖️ Opportunities: ✅ Deep Valuation Gap: Trading at a fraction of its replacement value. If 2028 targets are met, we see a €22.50 fair value (8x EBITDA). ✅ Moat: 13,000 patents. You can't replicate their optical sensing IP overnight. Risks: ⚠️ 2026 Transition: Revenue will temporarily decline as non-core assets are carved out. ⚠️ Macro Sensitivity: High exposure to the global auto-cycle remains the Achilles' heel. 6️⃣ Product Moat: Leading the "Digital Photonics" Era 💡 By selling the non-optical business, ams OSRAM is now a focused powerhouse. Their tech is the "eyes" of the future: EVIYOS Shape: A micro-LED chip with 25,600 pixels. This isn't just a headlight; it's a projector that puts safety info directly onto the road. VEGALED™ for AR: Ultra-compact LEDs designed for the next generation of Smart Glasses. If AR hits the mass market, ams OSRAM is the primary "engine" inside. Medical & Robotics: Their 3D sensing and "Vital Sign" chips are becoming industry standards in wearables and humanoid robots (sensing distance and blood oxygen). Future-Proofing: They are pivoting from simple components to intelligent systems (Emitter Sensor Software). This deep integration makes it extremely hard for customers to switch to cheaper rivals. 7️⃣ THE VERDICT: WAIT & WATCH 🚀 ams OSRAM is getting very exciting, but it’s not a "blind buy" yet. Outlook: The foundation is fixed. The balance sheet is safe. Now, the growth engine must start. Strategy: It’s a classic "Show-Me" story. The value is there, but wait for the market to confirm the trend. Keep it at the top of your watchlist – if management delivers on 2026 targets, the re-rating could be violent. Verdict: HOLD / WATCH maybe initiate first small Position. The direction is right, but the proof of long-term growth is the next big milestone. 💡🚗🛰️ Not a financial advise. #amsOSRAM #Semiconductors #Investing #Stocks #Turnaround #TechNews $AMS $AMS.SW

Riesen Knall zum morgen! 2000 Jobs weg trotz besserer Zahlen. AMS-Osram spart sich gesund und nennt es Zukunft. 2000 Jobs weg bei AMS-Osram! #AMSOsram #Industrie #Stellenabbau #Sparprogramm Widerspruch in Zahlen: AMS-Osram meldet ein verbessertes operatives Ergebnis und steigende Margen, startet aber dennoch ein weiteres massives Sparprogramm. Rund 2000 Stellen sollen bis 2028 wegfallen, davon die Hälfte in Europa. Das ist kein Krisenreflex mehr, sondern ein struktureller Kahlschlag mit Ansage, der zeigt, wie wenig operative Erholung heute noch zählt. Strategie mit sozialem Preis: Der Konzern verweist auf Wettbewerbsfähigkeit, Flexibilität und Wachstum, verkauft Geschäftsbereiche und streicht Jobs zugleich. Für die Beschäftigten bedeutet das jahrelange Unsicherheit, für die Industrie einen weiteren Substanzverlust. Wer selbst bei besseren Ergebnissen Personal abbaut, sendet ein klares Signal an den Standort Europa. Das ist kein Sparprogramm mehr, das ist ein weiterer Beweis für den schleichenden Rückzug industrieller Wertschöpfung. Vielen Dank für den wichtigen Hinweis! Quelle: Handelsblatt handelsblatt.com/unternehmen…

Mark's take on this news: @Infineon is basically saying that the broader #chip market looks sleepy, but AI data centers are lighting up its power business, even as Q1 revenue slid seasonally to €3.662 billion with a 17.9 percent Segment Result Margin. Management is pulling investment spend forward to €2.7 billion because the real bottleneck in AI is no longer compute, it is power delivery and capacity. CEO #JochenHanebeck is betting the timing is perfect, with the new #SmartPowerFab opening this summer and more manufacturing buildout aimed straight at hyperscale demand. The company is guiding to about €3.8 billion revenue in Q2, and they are openly modeling AI data center power supply revenue jumping from about €1.5 billion in FY 2026 to about €2.5 billion in FY 2027. Also worth noting, the outlook excludes the planned sensor portfolio acquisition from #amsOSRAM, so there is still extra upside and extra integration risk sitting off to the side. Not a bad way to start 2026. bit.ly/4kfTi6I

Mark's #SmartTechCheck take: @Infineon is not just “doubling down on sensors.” It is buying the non optical analog and mixed signal sensor portfolio from @amsOSRAM for €570 million, which is a blunt move to own more of the sensing stack in autos, industrial, and medical. The tell is the math. They expect about €230 million in 2026 revenue from the acquired business, about 230 people move over, and they claim the deal turns accretive immediately after closing. Translation. In a world where “#AI” headlines steal oxygen, this is the quieter land grab that makes future systems smarter because you control the data before it ever becomes data. bit.ly/4qjqk7B

Londoner Analyst erhöht UBS-Kursziel auf 55 Franken! Diese und weitere kursbewegende Neuigkeiten rund ums Schweizer Börsengeschehen, etwa zu #DocMorris, #AMSOsram oder #SwissRe, finden Sie im ersten Insider Briefing für diese Woche unter: cash.ch/insider-briefing/lon…

Looking for better low-light performance? Meet the Mira050 from @amsOSRAM. A compact NIR-enhanced global shutter sensor for 2D/3D vision, AR/VR, and low-light designs. Easy integration with MIPI CSI-2 eval kits. Start building at Mouser: mou.sr/mira050-tw

Join this engaging webinar to see @amsOSRAM new TMF8829 direct time-of-flight (dToF) sensor and how it redefines 3D depth measurement with configurable resolution. Register here ⬇️ 🗓️ Wednesday, January 14th, 11AM EST 🔗 bigmarker.com/eetech-media/m…

Made some test setup for @amsOSRAM 's AS5048A magnetic encoders. SPI to STM32 is already done. Better double-check the values are not BS.

ams OSRAM launches FIREFLY SFH 4030B and SFH 4060B IREDs. @amsOSRAM semiconductor-today.com/news…

👓 #Meta may be teaming up with #amsOSRAM on #MicroLED. After showcasing the tech in its 2024 Orion AR headset, is Meta doubling down with a new partner?💡More: buff.ly/QqzB3td 🔗

Boost Robotic Efficiency with Advanced Sensing by @amsOSRAM Robotics Robots need to reliably sense their environment for efficiency, effectiveness and safety, whatever the application - ams OSRAM's sensing and illumination technologies are a key enabler: bit.ly/3VgxSup

📣 @amsOSRAM will sell its Entertainment & Industry Lamps Business to U@UshioAmerica, uniting two lighting specialists. The deal strengthens innovation, manufacturing and global reach, offering customers a broader portfolio, enhanced services and a shared vision for a sustainable, light-driven future. Closing is expected in early 2026. tinyurl.com/598nuvpb #EPICMembersNews #Photonics