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Inside AT&S and the race to make the critical layer beneath AI chips
Austrian semiconductor substrate maker AT&S is drawing attention for its role in producing the advanced substrates that sit beneath AI chips, a critical and supply-constrained layer of the artificial intelligence hardware supply chain. As demand for AI processors surges, chipmakers and governments are racing to secure substrate capacity, putting AT&S at the center of the conversation about AI supply bottlenecks.
Why now: AI chip demand has made advanced substrate supply a strategic bottleneck, spotlighting AT&S's role.
AT&Ssemiconductor industryAI chips
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