EQS-News: AT&S and Marvell Technology expand collaboration to support next-generation AI infrastructure

EQS-News: AT&S Austria Technologie & Systemtechnik AG / Key word(s):
   Agreement
   AT&S and Marvell Technology expand collaboration to support
   next-generation AI infrastructure

   22.09.2026 / 09:16 CET/CEST
   The issuer is solely responsible for the content of this announcement.

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   AT&S and Marvell Technology expand collaboration to support
   next-generation AI infrastructure

    

   Long-term agreement expands advanced IC substrate capacity to support
   growing demand for AI infrastructure.

    

   Leoben, September 22, 2026 – AT&S today announced an expanded
   collaboration with Silicon Valley company

   Marvell Technology, a leading provider of data infrastructure
   semiconductor solutions, to increase advanced IC substrate capacity for
   next-generation AI and cloud infrastructure. The agreement builds on the
   companies’ existing relationship and supports Marvell Technology’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.

    

   The agreement represents the next phase of the strategic collaboration
   between AT&S and Marvell Technology and underscores the growing importance
   of advanced IC substrate technologies as semiconductor designs become
   larger and more complex. As previously announced, the expansion of the
   Kulim site 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, the investment will provide
   additional capacity to meet growing demand for advanced IC substrates and
   packaging.

    

   Building a long-term partnership

   “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. This partnership reflects our shared ambition to drive
   innovation, create value, and achieve long-term success in the market.”

    

   “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,” said Vinay Krishna,
   Senior Vice President and Chief Supply Chain Officer at Marvell
   Technology. “Our expanded collaboration with AT&S further strengthens our
   supply chain foundation and positions us to scale increasingly complex
   semiconductor solutions, helping us meet the significant growth
   opportunities driven by the rapid adoption of AI infrastructure.“

    

   Responding to structural industry shifts

   The expansion comes as growing investment in AI infrastructure drives
   significant demand for more advanced semiconductor technologies. As AI
   systems become larger and more complex, semiconductor architectures are
   evolving to deliver greater performance, power efficiency, and
   scalability.

    

   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.

    

   At the same time, customers are placing greater emphasis on performance,
   power efficiency and system-level optimization. These trends are driving
   demand for larger substrate formats, higher integration density, increased
   layer counts, and faster innovation cycles, all of which play directly to
   AT&S's technology strengths.

    

   Growth supported by long-term customer commitments

   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. We remain committed to creating long-term value while
   maintaining financial flexibility and a strong balance sheet,” said Gerrit
   Steen, CFO of AT&S.

    

    

   AT&S Austria Technologie & Systemtechnik Aktiengesellschaft – Advanced
   Technologies & Solutions

   AT&S is a global technology company and leading manufacturer of high-end
   IC substrates and complex printed circuit boards. AT&S develops and
   produces leading-edge interconnect technologies for key digital
   industries: AI infrastructure, high-performance computing, mobile devices,
   automotive, aerospace, industrial and medical technology. With production
   sites in Austria (Leoben, Fehring), China (Shanghai, Chongqing), Malaysia
   (Kulim), India (Nanjangud) and a European competence center for R&D and IC
   substrate production in Leoben, AT&S is actively shaping the digital
   transformation – through forward-looking investments in research and
   development and the responsible use of resources. The company currently
   employs around 15,000 people. Further information can be found at
   [1]www.ats.net

    

   Media download:

   You can find more resources in the AT&S media portal:
   [2]https://ats.canto.de/v/press.

    

   Media contact:

   Gerald Reischl, Vice President Corporate Communications
   Tel: +43 3842 200 4252; Mobile: +43 664 8859 2452; [3][email protected]

   AT&S Austria Technologie & Systemtechnik Aktiengesellschaft
   Fabriksgasse 13
   8700 Leoben / Austria
   [4]www.ats.net

    

   Marvell and the M logo are trademarks of Marvell or its affiliates. Please
   visit [5]www.marvell.com for a complete list of Marvell trademarks. Other
   names and brands may be claimed as the property of others.

    

    

    

    

    

    

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   22.09.2026 CET/CEST This Corporate News was distributed by [6]EQS Group

   View original content: [7]EQS News

   ══════════════════════════════════════════════════════════════════════════

   Language:    English
   Company:     AT&S Austria Technologie & Systemtechnik AG
                Fabriksgasse 13
                8700 Leoben
                Austria
   Phone:       +43 (1) 3842200-0
   E-mail:      [email protected]
   Internet:    www.ats.net
   ISIN:        AT0000969985, AT0000A09S02
   WKN:         922230
   Indices:     ATX
   Listed:      Regulated Unofficial Market in Dusseldorf, Frankfurt,
                Hamburg, Hanover, Stuttgart, Tradegate BSX; Vienna Stock
                Exchange (Official Market)
   LEI Code:    529900EVOKN4LCCD9321
   EQS News ID: 2402726


    
   End of News EQS News Service


   2402726  22.09.2026 CET/CEST

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