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Austrian technology company AT&S makes a little-known but increasingly important part of AI chips: IC substrates. These high-tech base layers sit beneath processors and memory, helping carry power and data between components inside advanced chip packages.
Managing Asia goes inside AT&S’s manufacturing complex in Kulim, Malaysia, where the company is expanding capacity as demand grows.
CEO Michael Mertin discusses the technology race, AT&S’s expansion plans, competition in the substrate market and how geopolitics is reshaping the semiconductor supply chain.
Watch the interview on “Managing Asia with Christine Tan” in the video above.
#CNBC #ManagingAsia #AT&S #AIChips #Semiconductors
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memory and interconnects can matter just as much as raw compute.
12:43 You can do more with the same amount of people , I like this GUY
pricing power is the real story here. customers co-develop with them and pay the premium because the substrate is what limits chip to memory speed now, not the chip.
Any more surprises
This video signals incoming oversupply soon.
So AMAT?
🎉
People still don't realise the importance of chips and semiconductors, the market size has actually grown much bigger because ai has changed the way we work and learn
No not him
$AXTI 💰
Okkkkk
Switched net work wired network remote condroler 🕋🇸🇦
It’s so hidden there is a 15 minute video about it on YouTube. 😂
중국경제도 영향 큽니다
Atomic कामं
A very bullish CEO!👌🏻
At the end of the day, these corporations' only mission is to please their shareholders and do whatever it takes to do so. It's always about money, never about the betterment of humankind.
This video is 2 years too late. This company is over priced
I don't think AT&T likes their name...lol