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ams-OSRAM (i) has begun to step into the spotlight. The starting point was the announced development partnership with a leading partner for AI infrastructure in May 2026. The goal is to develop highly parallel micro-emitter arrays to replace copper cables and accelerate data transmission with less power consumption. CFO Rainer Irle estimates the revenue potential for 2030 to be in the hundreds of millions. If ams-OSRAM also supplies photodiodes or drivers in addition to the emitter, this number could rise significantly. First significant revenues...
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