Managing 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.
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.
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