Updated
Updated · Bloomberg · Jun 15
AT&S Shares Jump 29% on AMD Supply Deal as 2026 Rally Tops 500%
Updated
Updated · Bloomberg · Jun 15

AT&S Shares Jump 29% on AMD Supply Deal as 2026 Rally Tops 500%

3 articles · Updated · Bloomberg · Jun 15

Summary

  • AT&S surged 29% on Monday—its biggest one-day gain in six years—after the Austrian chip-component maker lifted guidance and tied that outlook to a new supply deal with AMD.
  • The company also pledged higher output and more investment, signaling it will expand capacity to support demand for the circuit boards and IC substrates it supplies.
  • That jump pushed AT&S up more than 500% this year and lifted its market value above €7.7 billion, or about $8.9 billion.
  • AT&S makes components that link chips to systems used in data centers, mobile phones and cars, placing it in markets benefiting from stronger semiconductor demand.

Insights

Can AT&S's billion-euro Asian expansion navigate the crossfire of geopolitical tensions and its partners' strict ethical supply chain demands?
As AI fuels a chip component boom, can the world's strained power grids and supply chains actually keep up with this demand?