The Frontier Leaders · AI Infra 100 · Ajinomoto Fine-Techno

Ajinomoto Fine-Techno

Kawasaki, Kanagawa, Japan · AI Core · Fabrication, memory & packaging / Advanced packaging · ajinomoto.com

Ajinomoto Fine-Techno supplies Ajinomoto Build-up Film (ABF), a key insulating material used in semiconductor package substrates and advanced chip packaging.

Positioning

The sole supplier (about 95% share) of ABF build-up film, the insulating layer in every high-end GPU, CPU and ASIC package substrate; a specialty-chemicals unit of a food company that gates the substrate layer, with no new capacity before 2028.

Latest signals

  • Ajinomoto will build a new ABF semiconductor packaging material plant in Kani, Gifu Prefecture.Automation News Japan
  • Ajinomoto began construction of a new ABF semiconductor-package-materials factory.Automation News Japan
  • TSMC, Ajinomoto, and Nittobo occupy critical supply-chain positions for AI packaging.Electronics Weekly

3 signals name Ajinomoto Fine-Techno. Members see all of them, filtered by topic, source and date.

Facts, with sources

  • 30% ABF supply cut to mainland China customers; delivery cycle exceeds 6 monthsSetback · ChemNet, BigGo
  • 100-500mRevenue band · ChemNet, BigGo
  • ABF supply cut to mainland China customers; delivery cycle exceeds 6 monthsSetback · ChemNet, BigGo
  • Approximately 30% ABF price increase effective Q3 2026; supply gap through 2027-28; no new capacity before 2028Setback · DigiTimes, AtlasPCB

5 facts on file. Members see all of them with the source link.

Scores, AI Core (of 10)

Deployment10
Production6
Commercials8
Progress10
Technology8
Positioning10
Firepower8
Leverage10

Traction: deployment, production, commercials, progress. Capability: technology, positioning, firepower, leverage.

Peers in Advanced packaging

14Disco · 9640Ibiden · 9142ASE Technology Holding · 9152Besi · 9080Unimicron · 8686Nittobo · 85

The segment's suppliers, constraints and risers, for members.

Questions this page answers

What does Ajinomoto Fine-Techno do?

Ajinomoto Fine-Techno supplies Ajinomoto Build-up Film (ABF), a key insulating material used in semiconductor package substrates and advanced chip packaging. The sole supplier (about 95% share) of ABF build-up film, the insulating layer in every high-end GPU, CPU and ASIC package substrate; a specialty-chemicals unit of a food company that gates the substrate layer, with no new capacity before 2028.

Where does Ajinomoto Fine-Techno rank in ai core?

Ajinomoto Fine-Techno ranks 64 of 100 on the AI Infra 100 (November 2026 edition) with a score of 88 out of 100, in Advanced packaging (Fabrication, memory & packaging). Assessment by Frontier Tech Intelligence.

Who are Ajinomoto Fine-Techno's peers in Advanced packaging?

Disco (rank 14), Ibiden (rank 40), ASE Technology Holding (rank 42), Besi (rank 52), Unimicron (rank 80), Nittobo (rank 86).

Where is Ajinomoto Fine-Techno based and when was it founded?

Ajinomoto Fine-Techno is based in Kawasaki, Kanagawa, Japan.

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