Curated News
By: NewsRamp Editorial Staff
September 22, 2026
AT&S and Marvell Expand Collaboration for AI Infrastructure
TLDR
- AT&S and Marvell expand IC substrate capacity in Kulim to capture AI infrastructure growth and secure long-term customer commitments.
- AT&S expands Kulim site with Plant 2 and new facility for IC substrate cores and advanced packaging to meet Marvell's demand.
- AT&S and Marvell's collaboration advances AI infrastructure, enabling better technology and solutions for society's future needs.
- The shift from monolithic chips to chiplet-based designs drives demand for advanced IC substrates, reshaping semiconductor manufacturing.
Impact - Why it Matters
The expanded partnership between AT&S and Marvell Technology signals a significant step in addressing the surging demand for advanced IC substrates driven by AI infrastructure build-out. As AI systems grow larger and more complex, the need for sophisticated substrate technologies becomes critical for performance, power efficiency, and scalability. This collaboration not only strengthens the supply chain for Marvell but also reinforces AT&S's position as a key enabler of the AI era. The investment in the Kulim site, backed by long-term customer commitments, demonstrates confidence in sustained growth and innovation in semiconductor packaging, which is essential for the next generation of cloud and AI computing. Ultimately, this matters because it supports the technological backbone that powers AI advancements, impacting everything from data centers to consumer devices.
Summary
AT&S, a global technology company and leading manufacturer of high-end IC substrates and complex printed circuit boards, has announced an expanded collaboration with Marvell Technology, a leading provider of data infrastructure semiconductor solutions. The long-term agreement aims to increase advanced IC substrate capacity for next-generation AI and cloud infrastructure. This builds on the companies' existing relationship and supports Marvell's growing demand for advanced substrates as AI deployments continue to scale. Marvell Technology 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, supported by long-term customer commitments.
Michael Mertin, CEO of AT&S, called the agreement an important milestone, emphasizing AT&S's focus on enabling customer success through leading-edge technology and manufacturing excellence. Vinay Krishna, Senior Vice President and Chief Supply Chain Officer at Marvell Technology, noted that the expanded collaboration strengthens Marvell's supply chain foundation and positions the company to scale increasingly complex semiconductor solutions. The partnership responds to structural industry shifts, including the transition from monolithic chips to chiplet-based designs, which is increasing the need for advanced substrate technologies across a broader range of semiconductor solutions. These trends are driving demand for larger substrate formats, higher integration density, increased layer counts, and faster innovation cycles.
The expansion in Kulim is backed by long-term customer agreements that provide visibility for future growth while supporting a disciplined investment strategy. Gerrit Steen, CFO of AT&S, stated that the agreements provide a solid foundation for the growth strategy and allow the company to invest alongside customers in technologies and production capabilities required for the AI era. AT&S currently employs around 15,000 people and operates production sites in Austria, China, Malaysia, and India, with a European competence center for R&D and IC substrate production in Leoben. Further information can be found at www.ats.net.
Source Statement
This curated news summary relied on content distributed by NewMediaWire. Read the original source here, AT&S and Marvell Expand Collaboration for AI Infrastructure
