AT&S Austria Technologie & Systemtechnik

AT&S benefits from high demand for IC substrates for AI and defense and saw a sharp share-price rise after announcing the expansion of its Kulim (Malaysia) plant and additional manufacturing sites in China and Malaysia. CEO Michael Mertin names new major customers for embedding and high-performance power supplies and reports expansion of a second plant for another large customer and a third plant for cores. Analysts have raised their estimates; Oddo sees revenue growth of around 60% by 2027. The stock has risen by over 600% since July 2025. » More on deraktionaer.de

AT&S emphasizes the central role of the printed circuit board, whose origin traces back to Viennese engineer Paul Eisler, for the miniaturization and mass production of electronic devices. The global printed circuit board market was estimated at over €70 billion in 2025 and, driven by artificial intelligence, is expected to grow to more than €100 billion by 2035. AT&S positions itself as a technology leader with more than 1,000 patents, particularly in high-tech IC substrates for AI data centers, and claims a unique position in the Western Hemisphere. » More on kurier.at

JPMorgan Chase & Co. reported, pursuant to a voting rights notification under the Austrian BörseG on 12 August 2026, a holding in AT&S amounting to a total of around 3.98% of the voting rights. Of this, 1,439,741 shares (3.71%) and financial instruments (convertible bond and cash-settled equity swap) account for an additional c. 0.28%. » More on de.investing.com