{"city":"Kawasaki","name":"Ajinomoto Fine-Techno","slug":"ajinomoto-fine-techno","facts":[{"date":"2026-08-01","type":"setback","value":"30% ABF supply cut to mainland China customers; delivery cycle exceeds 6 months","source":"ChemNet, BigGo"},{"date":"2026-08-01","type":"revenue_band","value":"100-500m","source":"ChemNet, BigGo"},{"date":"2026-08-01","type":"setback","value":"ABF supply cut to mainland China customers; delivery cycle exceeds 6 months","source":"ChemNet, BigGo"},{"date":"2026-05-13","type":"setback","value":"Approximately 30% ABF price increase effective Q3 2026; supply gap through 2027-28; no new capacity before 2028","source":"DigiTimes, AtlasPCB"},{"date":"2026-05-13","type":"setback","value":"ABF price increase effective Q3 2026; supply gap through 2027-28; no new capacity before 2028","source":"DigiTimes, AtlasPCB"}],"peers":[{"name":"Disco","rank":14,"slug":"disco","score":"96"},{"name":"Ibiden","rank":40,"slug":"ibiden","score":"91"},{"name":"ASE Technology Holding","rank":42,"slug":"ase-technology-holding","score":"91"},{"name":"Besi","rank":52,"slug":"besi","score":"90"},{"name":"Unimicron","rank":80,"slug":"unimicron","score":"86"},{"name":"Nittobo","rank":86,"slug":"nittobo","score":"85"}],"stage":null,"state":"Kanagawa","aliases":["2802.T","ABF","Ajinomoto","Ajinomoto Build-up Film","味の素ファインテクノ"],"country":"Japan","domains":[{"why":"Ajinomoto Fine-Techno supplies Ajinomoto Build-up Film (ABF), a key insulating material used in semiconductor package substrates and advanced chip packaging.","list":"AI Infra 100","rank":64,"tier":"member","layer":"Fabrication, memory & packaging","total":88,"domain":"AI Core","scores":{"gate_ne":["technology","firepower"],"leverage":10,"position":10,"progress":10,"firepower":8,"commercial":8,"deployment":10,"production":6,"technology":8},"edition":"November 2026","segment":"Advanced packaging"}],"founded":null,"signals":[{"date":"2026-08-04","header":"Ajinomoto will build a new ABF semiconductor packaging material plant in Kani, Gifu Prefecture.","outlet":"Automation News Japan"},{"date":"2026-07-28","header":"Ajinomoto began construction of a new ABF semiconductor-package-materials factory.","outlet":"Automation News Japan"},{"date":"2026-07-24","header":"TSMC, Ajinomoto, and Nittobo occupy critical supply-chain positions for AI packaging.","outlet":"Electronics Weekly"}],"website":"ajinomoto.com","category":"AI Infra · Fabrication, memory & packaging","categories":[{"name":"Advanced packaging","domain":"AI Core","parent":"AI Infra · Fabrication, memory & packaging"}],"last_round":null,"updated_at":"2026-10-25T23:16:48.240585+00:00","facts_total":5,"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.","sub_category":"Advanced packaging","signals_total":3,"url":"https://www.frontiertechintelligence.com/companies/ajinomoto-fine-techno","title":"Ajinomoto Fine-Techno · ai core, Kawasaki, Kanagawa, Japan · scores, facts and signals · Frontier Tech Intelligence","description":"Ajinomoto Fine-Techno supplies Ajinomoto Build-up Film (ABF), a key insulating material used in semiconductor package substrates and advanced chip packaging. AI Infra 100 rank 64 (score 88) 3 signals and 5 facts with sources.","publisher":"Frontier Tech Intelligence (Future Frontiers, a trade name of Essential Cognition Inc.)","note":"Assessment by Frontier Tech Intelligence; facts and signals carry their sources."}