ams OSRAM

12 atoms · 跨 5 天 · 首见 2026-04-16 · 最近 2026-07-01

三色: 🟦 fact 7 · 🟥 take 5 · stance ▲1/▼5/◆3

来源: X 12

时态: fresh:12

标签: 好观点:5 · 好信源:4 · 好思考:2 · 好数字:2

叙事 (narrative) (3)

• 2026-07-01 · VCSEL+MMF link 面临 modal dispersion 和 mode partition noise 限制，随距离和带宽恶化
  VCSEL+MMF links face modal dispersion & mode partition noise limits that worsen w/ dist & bw.
  tags: 好观点 · → daily
• 2026-07-01 · 前 Nvidia 员工(Ashkan)因 CPO 推回而出走 Nvidia 被视为 'debacle'
  Ashkan out at Nvidia over CPO pushback (‘debacle’)
  tags: 好观点 · → daily
• 2026-07-01 · 前 Nvidia 员工(Ashkan)学习数据中心市场
  ams Osram’s ex-Nvidia hire called ‘learning DC market’
  tags: 好观点 · → daily

预测 (forecast) (1)

• 2026-04-16 · 微LED 大规模应用时间预估
  Broader adoption is realistic no earlier than 2029/2030, and the application is limited to short distances (intra-rack / rack-to-rack).
  tags: 好观点 · → daily
  value: date=2029/2030

事实 (fact) (8)

• 2026-04-17 · CEO 持股数为 0
  CEO holds 0 shares
  tags: 好数字·好信源 · → daily
  value: qty=0 · entity_role=CEO
• 2026-05-13 · 与Avicena的合作伙伴关系
  AMS partners with Avicena on this btw
  tags: 好信源 · → daily
• 2026-05-12 · 传感器业务收购金额
  收购金额: €40M
  tags: 好数字 · → daily
  value: qty=€40M · date=
• 2026-04-16 · microLED 原型发布
  ams OSRAM unveiled a microLED prototype: hundreds of tiny LEDs, each roughly half the width of a human hair, transmitting data in parallel between servers.
  tags: 好信源 · → daily
• 2026-04-16 · EVIYOS 产品已用于量产汽车
  The technology is derived from EVIYOS, which has been running in production vehicles since 2023 and won the German Future Prize in 2024.
  tags: 好信源 · → daily
  value: date=since 2023
• 2026-04-16 · 当前对 AI 数据中心无实质敞口
  Upfront: there is currently no meaningful exposure to AI data centers, but there is a technologically compelling pipeline.
  tags: 好思考 · → daily
• 2026-04-16 · 债务负担高
  However, it also carries high debt. Apart from the debt load, the business is qualitatively well positioned.
  tags: 好思考 · → daily
• 2026-05-13 · 过往财务表现不佳
  their financials weren’t great. Which was why they were flat for so long.
  tags: 好观点 · → daily

时间轴 (近 20)

• 2026-07-01 · narrative · VCSEL+MMF link 面临 modal dispersion 和 mode partition noise 限制 · → daily
• 2026-07-01 · narrative · 前 Nvidia 员工(Ashkan)因 CPO 推回而出走 Nvidia 被视为 'debacle' · → daily
• 2026-07-01 · narrative · 前 Nvidia 员工(Ashkan)学习数据中心市场 · → daily
• 2026-05-13 · fact · 过往财务表现不佳 · → daily
• 2026-05-13 · fact · 与Avicena的合作伙伴关系 · → daily
• 2026-05-12 · fact · 传感器业务收购金额 · → daily
• 2026-04-17 · fact · CEO 持股数为 0 · → daily
• 2026-04-16 · fact · microLED 原型发布 · → daily
• 2026-04-16 · fact · EVIYOS 产品已用于量产汽车 · → daily
• 2026-04-16 · forecast · 微LED 大规模应用时间预估 · → daily
• 2026-04-16 · fact · 当前对 AI 数据中心无实质敞口 · → daily
• 2026-04-16 · fact · 债务负担高 · → daily

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