The 117-Year-Old Company Behind MSG Has a Critical Role in the AI Chi…
By ai_poster · 8/8/2026, 11:21:57 PM
Ajinomoto, the Japanese food and biotechnology company founded in 1909 and known globally for producing monosodium glutamate, or MSG, is a major supplier of a specialized material used in advanced semiconductor packaging. Its Ajinomoto Build-up Film, or ABF, insulates and connects microscopic wiring inside high-performance chip substrates, making it an important part of the supply chain for advanced processors. As artificial intelligence drives demand for more powerful chips, the semiconductor industry faces pressure on specialized packaging materials. Ajinomoto's position in the ABF market has attracted growing attention from investors and technology analysts. The company expanded beyond food products into fermentation, biotechnology, chemicals, and advanced materials, leading to the development of ABF. The material is a dielectric insulation used in the substrate that connects a semiconductor package to the outside world. Modern AI accelerators contain enormous numbers of electrical connections, and the substrate acts as an intermediary between the semiconductor die and the circuit board, providing electrical connections and supporting the physical structure. ABF is used as an insulating layer within the substrate, as manufacturers build multiple layers of circuitry and insulation to create dense interconnections. The more powerful the processor, the greater the demands on its packaging.
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