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)

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Ajinomoto says ABF supply can cover advanced chip substrate demand through 2030, easing a potential AI hardware bottleneck.

Categories: Money & Moves

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>&nbsp; &mdash;&nbsp; The company is expanding its capacity for Ajinomoto Build-up Film, with production expected to begin in 2032</p>