Hello, everyone. I’m still invested in AT&S.
I had invested because of the company’s expansion and capacity growth. In my opinion, this is a step in the right direction—only by investing in the right areas can I achieve growth.
Our goal as investors should be to recognize and assess such scenarios early on—so that, in the end, we can discover the tenbaggers of tomorrow.
AT&S and Marvell Technology are deepening their collaboration to ramp up production of modern IC substrates for next-generation AI and cloud infrastructures. To this end, AT&S is expanding its capacity at its facility in Kulim, Malaysia —including fully equipping Plant 2 and building a new facility for substrate cores and advanced packaging.
This secures additional long-term production capacity for Marvell to manufacture more complex semiconductor solutions, which are in high demand due to the global expansion of AI data centers. AT&S emphasizes that such long-term customer agreements safeguard investments and lay the foundation for sustainable growth. Both companies view the partnership as a strategic step toward meeting the growing demands for performance, energy efficiency, and integration density in modern chiplet and AI architectures.
