Live News • Aug 01
Aldo Kamper Secures New Five-Year Term as ams-OSRAM Chief Executive ams-OSRAM’s Supervisory Board has approved the reappointment of CEO Aldo Kamper, giving him a new contract from 1 October 2026 through 30 September 2031.
The Board cited Kamper’s role in launching a strategic efficiency program and in strengthening the company’s financial base, signalling a clear preference for continuity in ams-OSRAM’s current direction.
The stock trades at CHF15.95, with the share price up 85.1% year to date, which frames this leadership extension against a period of strong recent share performance.
Extending Kamper’s term removes near-term leadership uncertainty and gives ams-OSRAM a long planning horizon under the same chief executive. This can matter for investors who are watching the execution of the efficiency program and any capital structure decisions, since both are likely to remain closely associated with Kamper’s stewardship. Live News • Jul 04
Infineon Finalizes €570m Acquisition of ams-OSRAM Sensor Portfolio Infineon Technologies has completed the acquisition of ams-OSRAM’s non-optical analog and mixed-signal sensor portfolio for €570m, with the business moving into Infineon’s new Edge Systems division.
The divested portfolio covers high precision position, capacitive and temperature sensors used in automotive, industrial, consumer and medical applications, meaning ams-OSRAM’s remaining activities are now more tightly focused on its optical and lighting technologies.
ams-OSRAM shares trade at CHF20.06, with the stock up 132.8% year to date, indicating a sharp rerating over 2026 so far.
This portfolio sale reshapes ams-OSRAM’s revenue mix and could affect margins, capital allocation and future investment priorities. The key questions now are how management deploys the €570m proceeds and how earnings from the retained optical businesses compare with what has been sold. Announcement • Jul 02
Infineon Technologies AG (XTRA:IFX) completed the acquisition of Non-Optical Analog/Mixed-Signal Sensor Portfolio of ams-OSRAM AG (SWX:AMS). Infineon Technologies AG (XTRA:IFX) entered into an agreement to acquire Non-Optical Analog/Mixed-Signal Sensor Portfolio of ams-OSRAM AG (SWX:AMS) for €570 million on February 3, 2026. A cash consideration of €570 million will be paid by Infineon Technologies AG. The purchase price of €570 million is on a debt-free and cash-free basis. The overall transaction is structured as a fabless asset deal covering sensor products, R&D capabilities, intellectual property and test & lab equipment. The sale concerns entities holding about €130 million of assets that guarantee ams OSRAM’s convertible bonds and senior notes; The related proceeds will be applied to pro-rata buyback or redemption of those instruments. As part of the transaction, around 230 employees with expertise in research and development (R&D) and business management will join Infineon. The agreement includes a multi-year supply agreement with ams OSRAM. Infineon will fund the acquisition with additional debt, as part of its general corporate financing plans. The transaction will be accretive to earnings-per-share immediately upon closing, with future synergies enabling substantial additional value creation.
For the period ending December 31, 2025, Non-Optical Analog/Mixed-Signal Sensor Portfolio of ams-OSRAM AG reported total revenue of €220 million and EBITDA of €60 million.
The transaction is subject to customary closing conditions, including regulatory approvals, and is expected to close in the second quarter of calendar year 2026.
Morgan Stanley & Co. International plc acted as financial advisor for ams-OSRAM AG. Linklaters LLP acted as legal advisor for ams-OSRAM AG.
Infineon Technologies AG (XTRA:IFX) completed the acquisition of Non-Optical Analog/Mixed-Signal Sensor Portfolio of ams-OSRAM AG (SWX:AMS) on June 30, 2026. The transaction has received all necessary regulatory approvals. With the acquisition, Infineon strengthens its position as a leader in sensors for industrial and automotive applications through a complementary portfolio and expands its product range in medical applications. The acquired business is expected to generate around €230 million in revenue in calendar year 2026 and will support Infineon's profitable growth. The acquired portfolio is a strong strategic fit for the newly established Edge Systems (ES) division, where Infineon brings together sensors, compute, connectivity and security to enable integrated system-level solutions at the edge. The teams and assets will be integrated into the existing sensor and radio frequency business within ES. As a result, Infineon gains three new locations in Valencia (Spain), Rapperswil (Switzerland) and Hyderabad (India). 