Hints and tips:
...Its Opto Semiconductors division has been “particularly affected” owing to underutilisation....
...“One could argue that Osram is currently seeing depressed earnings, with the Opto Semiconductors division likely to generate an adjusted ebitda [earnings before interest tax depreciation and amortisation...
...Go Scale, a Chinese private equity firm, has also expressed interest in Osram, which has a market capitalisation of about €5bn, although neither it nor San’an Opto have tabled a firm bid....
...Osram shares retreated as much as 5 per cent on Monday after a potential Chinese bidder said it has only had “preliminary contact” with the German lighting and semiconductor company....
...Shares in Osram jumped 12.3 per cent to €60.93 after German business magazine Wirtschaftswoche reported that San’an Opto wanted to buy the semiconductor manufacturer and could be willing to pay €70 per share...
...Osram and other lighting companies are negotiating a transition away from lightbulbs and other older products towards technology using semiconductors, with Wolfgang Dehen, chief executive, saying Osram was...
...LEDs are based on semiconductors and therefore do not require traditional lamp manufacturing expertise....
...The business is expected to become more volatile given its high investment needs and closer technological proximity to the semiconductor markets....
...In this case, the raw materials are IQE’s compound semiconductor wafers, which use gallium arsenide (GaAs) instead of silicon....
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