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

watch nowManaging AsiaInside the race to make the critical layer beneath AI chipsManaging Asia’s Christine Tan goes inside AT&S’s Malaysia plant, where CEO Michael Mertin explains why IC substrates — the high-tech base layers beneath AI chips — are becoming more important as AI demand grows and manufacturers race to add capacity.15:00Sat, Sep 26 20266:00 PM EDT
Christine Tan

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.