Ajinomoto says it can meet demand through 2030 for ABF, a key material for advanced chipmaking substrates, and plans to expand capacity instead of hiking prices (Wall Street Journal)
Ajinomoto says ABF supply can cover advanced chip substrate demand through 2030, easing a potential AI hardware bottleneck.
Excerpt
<a href="https://www.wsj.com/business/ai-needs-ajinomotos-film-but-its-ceo-wont-raise-prices-just-because-90d4782b?st=s3FPcY"><img align="RIGHT" border="0" hspace="4" src="http://www.techmeme.com/260614/i6.jpg" vspace="4" /></a>
<p><a href="https://www.techmeme.com/260614/p6#a260614p6" title="Techmeme permalink"><img height="12" src="http://www.techmeme.com/img/pml.png" style="border: none; padding: 0; margin: 0;" width="11" /></a> <a href="https://www.wsj.com/">Wall Street Journal</a>:<br />
<span style="font-size: 1.3em;"><b><a href="https://www.wsj.com/business/ai-needs-ajinomotos-film-but-its-ceo-wont-raise-prices-just-because-90d4782b?st=s3FPcY">Ajinomoto says it can meet demand through 2030 for ABF, a key material for advanced chipmaking substrates, and plans to expand capacity instead of hiking prices</a></b></span> — The company is expanding its capacity for Ajinomoto Build-up Film, with production expected to begin in 2032</p>
Read at source: https://www.techmeme.com/260614/p6#a260614p6