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AT&S and the race to build the layer beneath AI chips

Original: Inside AT&S and the race to make the critical layer beneath AI chips

AT&S, the Austrian circuit board maker, is drawing attention for its role in producing substrates — the critical layers that connect advanced AI chips to the rest of a system. With demand for AI hardware surging, substrate supply has become a bottleneck, and companies like AT&S are racing to expand capacity to serve chipmakers and data centre builders.

Why now: AI chip demand has made substrate manufacturing a strategically important and supply-constrained part of the semiconductor chain.

AT&SAI chipmakerssemiconductor industryAustria

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• Inside AT&S and the race to make the critical layer beneath AI chips · cnbc.com

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