{"rewrite":{"id":"r_0423629424903ec97f873701","clusterId":"c_fe6afd47a93c8e6b96a55b07","slug":"ajinomoto-says-abf-supply-can-meet-ai-chip-demand-through-2030-plans-capacity-expansion","model":"deepseek-v4-flash","headline":"Ajinomoto Says ABF Supply Can Meet AI Chip Demand Through 2030, Plans Capacity Expansion","summary":"Ajinomoto CEO Shigeo Nakamura said the company expects to meet demand for its Ajinomoto Build-up Film (ABF), a key semiconductor substrate material, through 2030. The company plans to expand production capacity rather than raise prices, though it may pass through rising solvent costs. A new facility in central Japan is scheduled for 2032 but could open earlier.","whyItMatters":"Ajinomoto holds a 100% global share of ABF, a material with no current alternatives for high-performance chips, making its pricing and capacity decisions a structural factor in AI hardware supply.","webCardHtml":"\u003cp\u003eAjinomoto CEO Shigeo Nakamura said the company expects to meet demand for its Ajinomoto Build-up Film (ABF) through 2030, even as AI chip demand accelerates. ABF is an interlayer insulating material used in advanced semiconductor package substrates, and Ajinomoto holds a 100% global share of the market. Investment funds have pushed for price increases, but Nakamura said the company will prioritize customer relationships and expand production capacity instead. A new production site in central Japan is set for 2032, though Nakamura said it may open earlier depending on customer demand. Some organic solvent costs are rising, and Nakamura indicated possible cost pass-through, but he warned that excessive price hikes could spur development of ABF alternatives. No direct replacement for high-performance ABF is currently available.\u003c/p\u003e","blueskyPost":"Ajinomoto's ABF capacity expansion plan avoids the price hikes typical in tight chip material markets. The 2032 facility timeline suggests the company sees the current supply crunch as long-term, not cyclical.","twitterPost":"Ajinomoto expands ABF capacity instead of raising prices. The 2032 facility timeline signals a long-term view on AI chip material demand.","threadsPost":"Ajinomoto is betting capacity expansion over price hikes for its AI chip material ABF. The new plant is scheduled for 2032 but could open earlier. That timeline tells you the company treats the current supply tightness as structural, not temporary.","newsletterBlurb":"Ajinomoto expects to meet demand for its ABF semiconductor substrate material through 2030, holding a 100% global share. CEO Shigeo Nakamura plans to expand production capacity rather than raise prices, though rising solvent costs may lead to some cost pass-through. A new facility in central Japan is scheduled for 2032 but could open earlier.","attributionJson":"[{\"source\":\"GIGAZINE\",\"url\":\"https://gigazine.net/news/20260615-ajinomoto-abf-product-more/\",\"title\":\"Ajinomoto Expects to Meet Demand for Key Chip Substrate Material ABF Through 2030, Plans to Expand Production Capacity Rather Than Raise Prices\"}]","lintFlagsJson":null,"lintHits":0,"costUsd":0,"inputTokens":4200,"outputTokens":610,"status":"published","repairAttempts":0,"nextRepairAt":null,"factsAttemptedAt":1781498521,"createdAt":"2026-06-15T04:31:59.000Z","publishedAt":"2026-06-15T04:34:57.000Z","updatedAt":"2026-06-15T04:34:57.000Z"},"cluster":{"id":"c_fe6afd47a93c8e6b96a55b07","canonicalTitle":"味の素は先端チップ製造基板の主要材料である「ABF」の需要を2030年まで満たすことができるという見通し、価格を引き上げるのではなく生産能力を拡大する計画","representativeArticleId":"a_776a3c10f3275f3c70ed191b","sourceCount":1,"writtenSourceCount":1,"writeAttempts":0,"isSolo":true,"entitiesJson":"{\"anime_titles\":[],\"manga_titles\":[],\"work_titles\":[],\"studios\":[],\"people\":[],\"type\":\"news\",\"domain\":\"other\",\"is_roundup\":false}","contentType":"news","status":"published","firstSeenAt":"2026-06-15T03:51:00.000Z","lastSeenAt":"2026-06-15T03:51:00.000Z","updatedAt":"2026-06-15T04:34:57.000Z"},"attribution":[{"source":"GIGAZINE","url":"https://gigazine.net/news/20260615-ajinomoto-abf-product-more/","title":"味の素は先端チップ製造基板の主要材料である「ABF」の需要を2030年まで満たすことができるという見通し、価格を引き上げるのではなく生産能力を拡大する計画"}],"entities":{"anime_titles":[],"manga_titles":[],"work_titles":[],"studios":[],"people":[],"type":"news","domain":"other","is_roundup":false},"keyFacts":["Ajinomoto holds a 100% global share of the ABF market, a material with no current alternatives for high-performance chips.","CEO Shigeo Nakamura said the company expects to meet ABF demand through 2030, even as AI chip demand accelerates.","Ajinomoto plans to expand production capacity rather than raise prices, though it may pass through rising solvent costs.","A new production site in central Japan is scheduled for 2032 but could open earlier depending on customer demand.","Nakamura warned that excessive price hikes could spur development of ABF alternatives."]}