Germany and Bavaria governments to provide €300m IPCEI funding for ams OSRAM to expand opto R&D and manufacturing

What happened

ams OSRAM has secured over €300 million in public funding from German federal and Bavarian state governments via the IPCEI program to expand its optoelectronics R&D and manufacturing over five years. This funding supports Europe's strategic push for digital and green technology sovereignty. Neutral: The long-term capacity increase is a potential bearish factor for component pricing, but the multi-year R&D focus and lack of immediate volume details limit near-term trading impact.

Impact and signal

Affected components and suppliers

Source and time

Source: Semiconductor Today · 9/22/2023 · View original source