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Ajinomoto cuts chip packaging film supply to China by 30% amid domestic race

By PulseAugur Editorial · [1 sources] ·

Japanese chemical maker Ajinomoto is reportedly reducing its supply of ABF film, a critical component for high-end processor packaging, to mainland China by 30%. This move, attributed to Ajinomoto prioritizing its Japanese and key overseas clients, comes amid China's efforts to develop domestic substitutes for the material, in which Ajinomoto holds over a 95% global market share. Chinese companies like Huazheng New Material, Lotus Holdings, and Hongchang Electronics are reportedly in various stages of qualifying their own ABF alternatives to fill the potential supply gap. AI

IMPACT Potential disruption to high-end chip production could impact AI hardware availability and cost.

RANK_REASON Supply chain disruption impacting a critical component for high-end processors, with geopolitical implications. [lever_c_demoted from significant: ic=1 ai=0.7]

Read on Tom's Hardware →

AI-generated summary · Google Gemini · from 1 sources. How we write summaries →

Ajinomoto cuts chip packaging film supply to China by 30% amid domestic race

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Research
Supply chain disruption impacting a critical component for high-end processors, with geopolitical implications. [lever_c_demoted from significant: ic=1 ai=0.7]
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Only one publisher covered this so far. Single-source stories can still rank when the publisher is high-authority, but they lack cross-source corroboration.
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High
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55 days old
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COVERAGE [1]

  1. Tom's Hardware TIER_1 English(EN) · Luke James ·

    Ajinomoto reportedly cuts critical chip packaging film supply to China by 30% as domestic substitutes race to qualify — ABF restriction comes following Beijing's rare earth export curbs

    Japanese chemical maker Ajinomoto has reportedly told customers in mainland China that it will cut the supply of ABF.

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