Analysis: China's AI chip ambitions collide with Ajinomoto's 95% grip on ABF film

Source: Digitimes· DIGITIMES· August 18, 2026
Analysis: China's AI chip ambitions collide with Ajinomoto's 95% grip on ABF film

China's semiconductor self-reliance campaign is moving beyond lithography machines and advanced processors into less visible materials that can be just as difficult to replace. Ajinomoto Build-up Film, or ABF, has become the latest pressure point.

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