🧂 "The King of Monosodium Glutamate" Holds the Life of the AI Super Chip

It's not Nvidia, but Ajinomoto, the renowned Japanese food seasoning conglomerate, that is actually controlling the "intelligence" of the global AI chip supply chain.
🛡️ "Exclusive Weapon": ABF Film
What allows Ajinomoto to manipulate the semiconductor industry is not food, but the manufacturing technology of ABF insulating film.

• This material acts as a "bridge" connecting the ultra-small electrical circuits on silicon cores to printed circuit boards.
• For super chips like NVIDIA's Blackwell or Rubin, this film layer is critical to maintaining signals at extremely high frequencies.

• Without ABF, foundries cannot complete packaging and microchip assembly lines are forced to "stand still."
⚠️ Material shortages and market polarization
The AI boom is driving demand for this material to unimaginable levels:
• An AI accelerator currently consumes 15 to 18 times more film than a typical graphics chip.
• Next-generation chips require stacking from 8 to over 16 layers of ABF, increasing technical risks and reducing yield rates.
📉 A challenging future
Despite holding an absolute monopoly, Ajinomoto remains very cautious about building new factories due to past "overcapacity" fears.
• Cash race: trillion-dollar empires are forced to use financial power, accepting prepayments to "reserve spots" on Ajinomoto's waiting list.
• Forecast: The shortage of this material is expected to last at least the next three years, causing weaker companies to face devastating delays.
• The future of the AI revolution still lies in the hands of a traditional seasoning company. #AI # Ajinomoto