AT&S has announced a €2 billion investment in AI chip production tied to a partnership with semiconductor giant AMD, according to ForkLog.
The headline figure — €2 billion — signals the scale of capital now flowing into the AI hardware supply chain as demand for chips capable of powering large AI models continues to surge. AMD, one of the main rivals to Nvidia in the AI accelerator market, is deepening its manufacturing partnerships to secure capacity and meet that demand.
Details on the specific nature of the collaboration — whether it involves substrate manufacturing, packaging, or other parts of the chipmaking process — were not provided in the available source material.
If the investment proceeds as announced, it represents a significant commitment by AT&S to position itself as a key supplier in the AI chip ecosystem at a time when the entire industry is racing to expand production capacity.
The deal matters because it illustrates how the AI boom is pulling billions of euros in fresh capital into chip manufacturing infrastructure far beyond the big-name designers, reshaping supply chains across Europe and beyond.