Defence Finance Monitor

Defence Finance Monitor

ams OSRAM — Optoelectronic Semiconductor Capability for European Strategic Autonomy

An Austria-Headquartered Public Semiconductor Manufacturer Assessed for EU Industrial Scale-Up, Supply-Chain Exposure, and Defence-Procurability Gaps

Feb 28, 2026
∙ Paid

Introduction

ams OSRAM sits at a strategically consequential junction where European semiconductor capability, optoelectronic sensing, and illumination technologies converge into defence-relevant system performance. [1]
From a European strategic autonomy perspective, the company is not a platform prime but a component-level technology owner whose devices …

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