ams OSRAM targets AI data center market with microLED strategy

ams OSRAM has announced a strategic shift to enter the microLED market for AI data center interconnects. This move follows a period of corporate restructuring and business slimming.

Previously, the company faced uncertainty regarding its microLED division after canceling its Apple Watch-related microLED project in early 2024. While the company maintained automotive LED applications, those markets were insufficient to sustain the entire division.

Recent restructuring efforts include the sale of the former OSRAM lamp business to Ushio Inc. in July 2025 and the sale of its non-optical Analog & Mixed Signal Sensor business to Infineon Technologies in February 2026. The pivot toward AI data center technology represents a new direction for the company's microLED capabilities.