Infineon Technologies has announced the acquisition of the non-optical analog/mixed-signal sensor business from ams-OSRAM for €570 million. The asset-light transaction includes sensor products, R&D capabilities, intellectual property, and related test lab equipment, and is expected to close in the second quarter of 2026, pending regulatory approvals.

Upon completion, approximately 230 specialized employees will join Infineon's Sensor and RF (SURF) division, and the companies will enter into a multi-year supply agreement. The acquired business is projected to generate €230 million in revenue in 2026 and is expected to be accretive to Infineon's earnings per share immediately, with further value anticipated from synergies.

This acquisition aligns with Infineon's strategy to bolster its sensor portfolio, following the creation of its dedicated SURF business unit in January 2025. It strengthens the company's position in high-precision sensing for automotive and industrial applications, adding capabilities in areas like medical imaging and sensor interfaces, and opening opportunities in fields such as robotics and glucose monitoring.

For ams-OSRAM, the divestiture is a strategic move to focus on its core photonics business. The proceeds, combined with earlier disposals, will raise approximately €670 million, primarily aimed at debt reduction. The company will now concentrate on leadership in digital photonics for applications like high-resolution LED lighting, AR glasses, and AI data center optical interconnects.

ICgoodFind : This deal creates a win-win scenario: Infineon significantly enhances its sensor offerings, while ams-OSRAM sharpens its focus on photonics, together reshaping the competitive landscape in sensing and optical semiconductors.