Close menu

February 9th, 2023 | 19:51 CET

ams OSRAM, Meta Materials, Microsoft - Disruption within reach?

  • metamaterials
  • Innovations
  • AI
Photo credits:

Disruptive technologies are new solutions that replace the previous success of existing technology, product or service or displace them entirely from the market. ChatGPT holds this potential. An AI that can change the way we search online and, in doing so, sweep Google out of the market. Innovations from Meta Materials also have such a market opportunity in aerospace, 5G, automotive and optics. In optics, the currently beleaguered ams OSRAM AG is on the trail of an innovation expected to hit the market as early as 2025.

time to read: 4 minutes | Author: Juliane Zielonka
ISIN: AMS OSRAM AG | AT0000A18XM4 , Meta Materials Inc. | US59134N1046 , MICROSOFT DL-_00000625 | US5949181045

Table of contents:

    Karim Nanji, CEO, Marble Financial
    "[...] In Canada, there is $1.75 of debt for every dollar of disposable income - and that was true even before the pandemic. [...]" Karim Nanji, CEO, Marble Financial

    Full interview


    ams OSRAM - Innovation push for novel MicroLED displays by 2025

    However, ams OSRAM AG (ISIN: AT0000A18XM4) is proving just how valuable forward-looking materials are with its move to produce MicroLED displays. The Austrian electronics company is a leading global supplier of optical solutions. Hand in hand with its partner Aixtron. Both companies are taking a decisive step away from traditional displays and towards MicroLED displays.

    MicroLEDs offer several benefits for display technology, including higher pixel density, longer lifetime, increased brightness, faster switching times and a richer colour spectrum. Another key benefit is relatively low power consumption, which makes MicroLED ideally qualified for the next generation of small displays for consumer devices with limited battery space. Production is on the horizon for 2025.

    Investors have turned away from ams OSRAM AG due to low profitability and unfavourable business prospects. Shares of the optical-electronic semiconductor manufacturer on the Zurich Stock Exchange fell 19% to EUR 7.80.

    The Company expects weak demand in the first half of 2023, with slight upside to forecasts in the second half. Last year, sales fell 4% to EUR 4.8 billion, and the gross profit margin fell 3% to 31%. Costly restructuring and sensitive write-downs gave the Company the heaviest loss in its history. The annual loss ended up at EUR 444 million, after a decline of EUR 32 million in the previous year. But the bank UBS remains confident and raises the price target from EUR 7.49 to EUR 8.00.

    Meta Materials - Institutional investor massively increases shareholding

    Meta Materials (ISIN: US59134N1046) provides high-performance functional materials and nanocomposites (metamaterials) for a variety of applications. These metamaterials can be engineered with properties not found in nature and help solve current challenges in sectors such as semiconductors, AI, 5G, aerospace, automotive and others. Additionally, nano-optical metamaterial technology provides anti-counterfeiting protection through its security features, application to government documents and currency, and brand authentication.

    In optical sensing, Meta Materials is working hand-in-hand with Covestro, a supplier of key photosensitive raw materials for holographic purposes and augmented reality (AR) glasses. Meta Materials and Covestro offer a complete value chain, from optical design and material selection to mass production and integration, to manufacturing eyeglass lenses - including holographic volume elements - in high volumes and at low cost, thanks to reliable roll-to-roll coating and deposition technologies and high-performance plastics processing.

    State Street Corporation is one of the world's leading financial services providers to institutional investors, including investment services, investment management, and investment research and trading. The institutional Investor reported on February 3 that it owned a total of 14.20 million shares of MMAT stock through December 31, according to a 13G filing with the US Securities and Exchange Commission (SEC). In the third quarter, ending September 30, the stock was still 3.35 million shares. This means the Company bought 10.84 million shares in the most recent quarter, increasing its position by an impressive 323%.

    Those interested in learning more about Meta Materials will have the opportunity to ask Rob Stone, VP Corporate Development and Communications, questions directly at the 6th International Investment Forum (IIF) on February 15. In a 30-minute presentation followed by Q&A, Rob Stone will face interested investors. Registration is free here.

    Microsoft relies on ChatGPT and revolutionizes online search

    Metamaterials are a goldmine for Microsoft (ISIN: US5949181045) founder Bill Gates for future profitable technologies. So Gates is investing in a venture capital fund called MetaVC, which invests exclusively in meta technologies. The VCs focus on companies that use, for example, metamaterials for innovative imaging, sensors, energy and sustainability, next-generation communications, and faster computing.

    The best example at the moment is the move to no longer display text links as results in Bing, the search engine run by Microsoft, but to have ChatGPT AI give answers to search queries Jasper and ChatGPT are revolutionizing user behaviour in a natural way that could disrupt Alphabet's Google search engine and related business model with ads and text links.

    The intelligent power of ChatGPT is based on AI chips, a new breed of microprocessors designed to perform tasks requiring artificial intelligence faster and more efficiently. Included in this is the use of meta-materials in production.

    This week, Microsoft announced at a press event in Redmond, Washington, USA, that the GPT-4 model developed by OpenAI will be integrated into Bing, enabling a similar ChatGPT experience within the search engine.

    Microsoft CEO Satya Nadella is convinced that this AI technology would transform almost every software category and emphasized that this technology has the potential to change the Internet. In his opinion, any computer interaction in the future will be handled by an AI agent. The beginning of this process, for Microsoft at least, will be searching.

    New disruptive technologies have one thing in common: they have the potential to sweep away existing business models and grow exponentially. The AI technology ChatGPT is one such candidate in Microsoft's hands, giving Alphabet and the entire Google search engine a run for their money. Instead of text links, answers can be displayed as results in searches in the future. That makes the display of paid AdSense text links obsolete. The Company Meta Materials is also focusing on innovations. Novel surfaces can provide further disruption in existing technologies such as automotive, aerospace, optics, and 5G by simplifying or improving the application. VP Corporate Development and Communications Rob Stone will reveal what is already possible in his live presentation at the 6th International Investment Forum on February 15, 2023. Investors in ams OSRAM AG, on the other hand, will have to be patient. Production of the high-power LEDs will start in 2025.

    Conflict of interest

    Pursuant to §85 of the German Securities Trading Act (WpHG), we point out that Apaton Finance GmbH as well as partners, authors or employees of Apaton Finance GmbH (hereinafter referred to as "Relevant Persons") may hold shares or other financial instruments of the aforementioned companies in the future or may bet on rising or falling prices and thus a conflict of interest may arise in the future. The Relevant Persons reserve the right to buy or sell shares or other financial instruments of the Company at any time (hereinafter each a "Transaction"). Transactions may, under certain circumstances, influence the respective price of the shares or other financial instruments of the Company.

    In addition, Apaton Finance GmbH is active in the context of the preparation and publication of the reporting in paid contractual relationships.

    For this reason, there is a concrete conflict of interest.

    The above information on existing conflicts of interest applies to all types and forms of publication used by Apaton Finance GmbH for publications on companies.

    Risk notice

    Apaton Finance GmbH offers editors, agencies and companies the opportunity to publish commentaries, interviews, summaries, news and the like on These contents are exclusively for the information of the readers and do not represent any call to action or recommendations, neither explicitly nor implicitly they are to be understood as an assurance of possible price developments. The contents do not replace individual expert investment advice and do not constitute an offer to sell the discussed share(s) or other financial instruments, nor an invitation to buy or sell such.

    The content is expressly not a financial analysis, but a journalistic or advertising text. Readers or users who make investment decisions or carry out transactions on the basis of the information provided here do so entirely at their own risk. No contractual relationship is established between Apaton Finance GmbH and its readers or the users of its offers, as our information only refers to the company and not to the investment decision of the reader or user.

    The acquisition of financial instruments involves high risks, which can lead to the total loss of the invested capital. The information published by Apaton Finance GmbH and its authors is based on careful research. Nevertheless, no liability is assumed for financial losses or a content-related guarantee for the topicality, correctness, appropriateness and completeness of the content provided here. Please also note our Terms of use.

    Der Autor

    Juliane Zielonka

    Born in Bielefeld, she studied German, English and psychology. The emergence of the Internet in the early '90s led her from university to training in graphic design and marketing communications. After years of agency work in corporate branding, she switched to publishing and learned her editorial craft at Hubert Burda Media.

    About the author

    Related comments:

    Commented by André Will-Laudien on February 20th, 2024 | 07:30 CET

    Takeover fever in the biotech sector! Will MorphoSys now be followed by Defence Therapeutics, Evotec and Bayer?

    • Biotechnology
    • Pharma
    • Innovations

    It has happened: Novartis is bidding for MorphoSys. Once again, a long-lasting and persistent rumour mill eventually confirms itself. Those who remained loyal to MorphoSys despite heavy selling last fall have now made a profit of over 300%. If we turn the analytical magnifying glass on the sector, we can see that the speculative biotech stock market segment has started to move again since the challenging year 2023. Hopes of falling interest rates in the near future, along with several other M&A hopes, have led to steady inflows into listed bio-ETFs, resulting in fund managers having recently adjusted their weightings upwards. We analyze which stocks are currently making the loudest noise.


    Commented by André Will-Laudien on February 13th, 2024 | 07:00 CET

    Bear market in Hydrogen versus Bull market in Artificial Intelligence - Nel ASA, First Hydrogen, Nvidia and ARM Holdings

    • Hydrogen
    • AI
    • renewableenergies

    The stock market is relentless at the moment. While Nvidia has gained almost 50% in just 5 weeks, the stock market darlings Nel ASA and Plug Power continue to lose value. Small recovery attempts have been consistently sold off recently. No stone is being left unturned in this segment, and investors are eagerly awaiting the upcoming 2023 annual figures. Is there hope, or should we continue to write off hydrogen? On the other hand, some companies are making significant progress with a different business model, setting new records. So what to do? A brief update for active investors.


    Commented by Juliane Zielonka on February 8th, 2024 | 07:00 CET

    Innovation and expansion in energy supply: Mercedes-Benz, Altech Advanced Materials and Alibaba in focus

    • Innovations
    • Technology
    • Electromobility
    • ecommerce

    Energy supply is one of the top issues for investors. A reliable energy supply promotes stable business conditions and supports economic growth. While the opposite is true in Germany, companies like Mercedes-Benz are focusing on lucrative projects abroad. A joint venture with China to expand charging stations is on the Stuttgart-based company's agenda. The German company Altech Advanced Materials is committed to a secure and affordable energy supply. Together with Fraunhofer IKTS, they are developing a stationary ceramic solid-state battery based on salt, especially for critical infrastructure facilities such as hospitals. This enables a smooth, vital power supply for intensive care units, even in emergencies. While Mercedes-Benz is currently eyeing China, the retail giant Alibaba is publishing its quarterly figures this week, serving as an indicator of the country's economic development. The details are summarized below.