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AI chipmakers
Trends
- 1AT&S and the race to build the substrate layer under AI chips●Inside AT&S and the race to make the critical layer beneath AI chips
AT&S, the Austrian circuit-board maker, is drawing attention for its role in producing advanced substrates — the critical layer that connects AI chips to circuit boards. As demand for artificial intelligence hardware surges, chipmakers face a bottleneck in substrate supply, and AT&S is among the companies racing to expand capacity for this often-overlooked component.
- 2US lags in memory chips as tariffs complicate catch-up●America Is Behind on Memory Chips--and Tariffs Threaten to Make Things Harder https://www.wsj.com/tech/ai/america-is-beh
The Wall Street Journal reports that the United States has fallen behind in producing memory chips, a critical component for AI and electronics dominated by Asian manufacturers such as Samsung and SK Hynix. The piece argues that tariffs, intended to bolster domestic industry, could raise costs for US chipmakers and equipment buyers, making efforts to rebuild American memory-chip capacity even harder.
- 3
AMD's market value briefly topped $1 trillion, making it one of the few companies to reach that level as investors bet heavily on its AI chip ambitions. Commentators note the chipmaker is closing the gap with Nvidia, long the dominant beneficiary of the AI semiconductor boom, though AMD's stay in the trillion-dollar club was short-lived.