AT&S expands Kulim AI board production capacity, raises outlook for 2026/27 — TradingView

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AT&S Austria Technologie & Systemtechnik AG / Keywords: Strategic corporate decisions/forecast changes

AT&S Austria Technology & Systemtechnik AG: AT&S expands AI substrate production capacity in Klim, boosts outlook for 2026/27

June 13, 2026 / 08:18 CET/CEST

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AT&S expands Kulim’s AI board production capacity, boosts outlook for 2026/27

Disclosure of inside information pursuant to Article 17 of MAR

Leoben – AT&S has reached an agreement with customer AMD and another major technology company on key terms to expand its production capacity for high-end IC substrates in the areas of artificial intelligence and high-performance computing. Given the continued strong demand for AI infrastructure and advanced packaging technology, this contract will support the installation of additional production capacity at the existing factory and a previously unused second factory building in Kulim, Malaysia. At present, the investment of between €1.5 billion and €2 billion required for this is fully supported and financed by long-term customer commitments, although final negotiations and implementation still remain.

Based on these agreements, AT&S has raised its outlook for the 2026/27 fiscal year, expecting currency-adjusted sales growth of 45-55% (previously: 30-35%) and EBITDA margin of 32-37% (previously: 25-29%). Capital investment will be 1 billion to 1.2 billion euros (previously 400 million euros), and operating free cash flow will be significantly positive.

AT&S Austria Technology & System Technology Aktiengesellschaft – Advanced Technologies & Solutions

AT&S is a leading global manufacturer of high-end IC and printed circuit boards. AT&S develops and manufactures cutting-edge interconnect technologies for key digital industries, including mobile devices, automotive and aerospace, industrial, medical, and high-performance computing for AI applications. With production sites in Austria (Leoben, Vöhring), China (Shanghai, Chongqing), Malaysia (Kulim), India (Nanjangud) and a European competence center for R&D and IC substrate production in Leoben, AT&S is actively shaping digital transformation through forward-looking investments in R&D and responsible use of resources. The company currently employs approximately 14,000 people. Further information can also be found at: www.ats.net

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In AT&S Media Portal https://ats.canto.de/v/press Find media materials at AT&S.

Media contact:

Gerald Reischl, Vice President of Corporate Communications

Phone: +43 3842 200 4252; Mobile: +43 664 8859 2452; g.reischl@ats.net

Investor Information Contact:

Philip Gebhardt, Vice President of Investor Relations

Phone: +43 3842 200 2274; Mobile: +43 664 7800 2274; p.gebhardt@ats.net

AT&S Austria Technology & System Technologies Aktiengesellschaft

fabric gasse 13

8700 Leoben / Austria

www.ats.net

End of inside information

June 13, 2026 News from CET/CEST EQS Group

language: English
company: AT&S Austria Technology & System Technique AG
fabric gasse 13
8700 Leoben
Austria
phone: +43 (1) 3842200-0
Email: ir@ats.net
internet: www.ats.net
Ishin: AT0000A09S02
WKN: 922230
Index: ATX
list: Regulated unofficial markets in Düsseldorf, Frankfurt, Hamburg, Hannover, Munich, Stuttgart and Tradegate BSX. Vienna Stock Exchange (official market)
EQS News ID: 2345502
Notice ends EQS News Service

2345502 June 13, 2026 CET/CEST

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