![]() ![]() ![]() ![]() 4) Large international conglomerates looking to move into the semiconductor sector for strategic reasons. But also to get their hands on ams-Osram's considerable intellectual property portfolio, much of which is relevant to the mobile telephony sector. 3) Mobile phone manufacturers looking to vertically integrate. ( Osram is a major supplier of these basic chips ). ( Infineon was already rumoured to be courting ams.ag in 2017, when the ams share price rose by over 200% in the calendar year : from approx CHF 19.5 to CHF 75) 2) EV manufacterers looking to vertically integrate and also to secure a constant supply of basic automotive semiconductor chips. There are plenty of possible predators, in various sectors : 1)Larger semiconductor companies looking to diversify into photonics. Written 30/82021 : At this rediculously low price ( currently CHF 18.9), together with the continued shortage in the supply of chips, and also now that the legal hurdles pertaining to the Osram takeover have been overcome I would say that the ams-Osram fruit is now deliciously ripe and predict that the company will itself be the subject to a hostle take-over bid by the end of the year. ![]()
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