NuAxiSemiconductor trade intelligence
ams OSRAM investing €800m over next 18-24 months on new 8” LED front-end fab
What happened
ams OSRAM announced an €800 million investment to build a new 8-inch LED front-end fab over the next 18-24 months. This strategic move aims to secure internal supply and increase production capacity for its core LED business. Bearish: The significant capacity expansion in the medium term could increase supply and exert downward pressure on LED chip prices.
Impact and signal
Medium impactImpact score: 60/100
Affected components and suppliers
LED ChipsLED Epitaxial Wafers
ams OSRAM GmbH
capacity-expansioncapexfront-end
Source and time
Source: Semiconductor Today · 4/14/2022 · View original source
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