AT&S, a leading manufacturer of high-end IC substrates, and Marvell Technology, a provider of data infrastructure semiconductor solutions, have announced an expanded collaboration to increase advanced IC substrate capacity for next-generation AI and cloud infrastructure. The agreement builds on the companies' existing relationship and supports Marvell's growing demand for advanced substrates as AI deployments continue to scale. Marvell is the additional customer identified in AT&S's previously announced expansion of its Kulim manufacturing site in Malaysia. The expansion includes the fit-out of Plant 2 and the construction of a new manufacturing facility for IC substrate cores and advanced packaging, backed by long-term customer commitments.
This collaboration is significant because it underscores the growing importance of advanced IC substrate technologies as semiconductor designs become larger and more complex. The rapid evolution of semiconductor manufacturing is fundamentally reshaping demand for IC substrates. The transition from monolithic chips to chiplet-based designs is increasing the need for advanced substrate technologies across a broader range of semiconductor solutions, including custom accelerators and increasingly complex heterogeneous computing architectures. Customers are placing greater emphasis on performance, power efficiency, and system-level optimization, driving demand for larger substrate formats, higher integration density, increased layer counts, and faster innovation cycles. These trends play directly to AT&S's technology strengths.
"Today marks an important milestone in our relationship with Marvell Technology. At AT&S, we are focused on enabling our customers' success through leading-edge technology, manufacturing excellence, and long-term partnerships," said Michael Mertin, CEO of AT&S. "Marvell Technology is one of the semiconductor industry's leading innovators in AI and data infrastructure, and together we are well positioned to capture the significant opportunities created by the global build-out of AI infrastructure." Vinay Krishna, Senior Vice President and Chief Supply Chain Officer at Marvell Technology, added, "As our data center business continues to expand, securing the manufacturing capacity and advanced technology capabilities required to support our customers remains a critical priority. Our expanded collaboration with AT&S further strengthens our supply chain foundation and positions us to scale increasingly complex semiconductor solutions."
The expansion in Kulim is supported by long-term customer agreements that provide visibility for future growth while supporting a disciplined investment strategy. "The agreements supporting this expansion provide a solid foundation for our growth strategy and allow us to invest alongside our customers in the technologies and production capabilities required for the AI era," said Gerrit Steen, CFO of AT&S. This financial discipline is crucial as AT&S commits to significant capital expenditure to meet AI-driven demand.
AT&S is a global technology company with production sites in Austria, China, Malaysia, and India, and a European competence center for R&D and IC substrate production in Leoben. The company employs around 15,000 people. Further information can be found at www.ats.net, and media resources are available at https://ats.canto.de/v/press.
The original release can be viewed on www.newmediawire.com.
