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AT&S and the race to build the substrate layer under 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 advanced substrates — the critical layer that connects AI chips to circuit boards. As demand for artificial intelligence hardware surges, chipmakers face a bottleneck in substrate supply, and AT&S is among the companies racing to expand capacity for this often-overlooked component.

Why now: Growing AI chip demand has put a spotlight on substrate shortages and the companies that make them.

AT&SAI chipmakers

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