NuAxiSemiconductor trade intelligence
[News] Ajinomoto Boosts Chip Materials Business With ¥1.2B Land Buy for 2032 Plant; ABF Margins Top 50% on AI Boom
What happened
Ajinomoto is investing 1.2 billion JPY to build a new ABF production facility in Gifu Prefecture, scheduled for operations in 2032. This expansion aims to meet growing demand from AI data centers, where ABF margins have exceeded 50%. Bullish: As the sole supplier with over 95% global market share, Ajinomoto's capacity expansion reinforces the tight supply and high pricing power of ABF in the AI packaging market.
Impact and signal
Medium impactImpact score: 65/100
Affected components and suppliers
ABF
Ajinomoto
capacity_expansionmonopolyAI_demand
Source and time
Source: TrendForce · 5/7/2026 · View original source
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