19 August 2026tomshardware.com

Ajinomoto Reportedly Cuts ABF Supply to China by 30%

SigSignificance3.70SenSentiment-3.60EnvEnvironment0.00SocSocial-1.80GovGovernance0.00

Ajinomoto has reportedly told mainland China customers it will cut ABF, the insulating build-up film used in many high-end processor packages, by 30%, citing supply-chain sources. Chinese firms relying on Ajinomoto’s reported ~95% global share face increased pressure as China’s self-sufficiency is thought to be below 5%. Ajinomoto is expanding ABF capacity but a third plant won’t start until around 2032.

Coverage (1)

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 (tomshardware.com)

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