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AT&S Austria Technologie & Systemtechnik AG is Europe's largest manufacturer of high-end printed circuit boards (PCBs) and IC substrates — the physical carriers that interconnect logic dies in AI/HPC chips, smartphones, and automotive ECUs.
No controlling shareholder: two Austrian private foundations hold ~18% each, American Century ~5.3%, ~48% retail/public per Simply Wall St (secondary). Prior 17.55% Androsch-estate figure could not be re-confirmed. GLEIF LEI 529900EVOKN4LCCD9321 reports no parent.
Named counterparties identified by open-source research and written only where a primary source states the relationship — never inferred from sector or co-mention. 1 customer-side. This is a partial view: it covers the relationships we could evidence, not the company's full supply base.
AT&S's Kulim, Malaysia IC-substrate plant serial production caters almost exclusively to AMD's data-centre processors; a 2026 EUR1.5-2.0bn expansion of Kulim and Chongqing is anchored by an agreement with AMD plus an unnamed second technology customer (per AT&S press release; The Edge Malaysia, theedgemalaysia.com/node/699074, quotes AT&S calling AMD \"a very important client\" for Kulim substrates).
Scope. Absence of a counterparty here is not evidence that none exists — most commercial sourcing is confidential and never becomes public. Rows without a share figure mean no share was disclosed, not that the relationship is small.
Every exposure is read as a buyer dependency; the top 3 are its binding chokepoints.
As a buyer, policy pressure across its consumed materials is rising.
Descriptive trend in official policy actions on this company’s materials — a policy-pressure trend, not a price or trading signal. No forward probability is implied. Direction is measured on actions we have discovered, and discovery lags events: where the recent window is too thin to support a calm reading, the row says coverage-limited instead of easing.
No actions in the register have named or swept this company in the last 24 months.