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Ajinomoto build-up film (ABF) essential for GPU and AI ASIC production
Wednesday, January 7, 2026 at 07:26 AM
The tweet discusses Ajinomoto Build-up Film (ABF) as a critical material for manufacturing GPUs and AI ASICs, mentioning its core technology is Ajisper. It also encourages readers to read a detailed explanation.
Context
Ajinomoto continues to hold a near-monopoly on a critical semiconductor packaging material, with a global market share of nearly 100% for its Ajinomoto Build-up Film (ABF). Originally a byproduct of the company's seasoning production, ABF has become an essential insulating layer for the high-performance CPUs and GPUs powering AI data centers and gaming consoles. In late 2025, the company announced it will invest at least 25 billion yen by 2030 to expand production capacity by 50% to meet surging demand from the AI sector.
This dominance makes Ajinomoto a central, yet often overlooked, player in the global AI supply chain. Business profits for the segment housing ABF are forecast to reach 62.6 billion yen for the fiscal year ending March 2026, representing a 37.3% year-on-year surge. While competitors like Hanwha E-ssential plan to enter the market in 2026, the company’s "de facto standard" status and massive capacity expansion reinforce its moat as advanced chip packaging moves toward more complex 2.5D and 3D architectures.
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