Added to YB: 2026-09-28
Pitch date: 2026-09-23
AMS.SW [bullish]
ams-OSRAM AG
-12.61%
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 2.5B
Pitch Price
CHF 23.00
Price Target
N/A
Dividend
N/A
EV/EBITDA
7.59
P/E
-7.62
EV/Sales
1.17
Sector
Semiconductors and Semiconductor Equipment
Category
growth
The next Sivers Semiconductor?
AMS.SW: ams OSRAM is a high-risk speculation that it can evolve from a microVCSEL component supplier into an integrated photonics-engine provider for short-reach AI interconnects. Its AI-infrastructure development agreement, automotive-industrialized manufacturing expertise and hiring of former NVIDIA LinkX director Ashkan Seyedi support the case. At 8.4x adjusted forward EV/EBITDA, the setup is likened to Sivers based on an optics bottleneck, growing social-media presence and changing analyst assumptions, but commercial viability remains unproven.
Read full article (4 min)