Ajinomoto, Controlling 95% of ABF Film Market, Hikes Prices 30% as AI Chip Packaging Upgrades Spark Substrate Cost Surge — References

Abstract

Ajinomoto, Controlling 95% of ABF Film Market, Hikes Prices 30% as AI Chip Packaging Upgrades Spark Substrate Cost Surge. Fetched by the auto-model research pass; the figures below are cited from this source in the model's flow, idiot-index, energetic-index, and market tabs.

Key facts

Ajinomoto holds >95% of global ABF (Ajinomoto Build-up Film) market
30% ABF price increase effective Q3 2026
FC-BGA substrate makers: Ibiden ~35%, Shinko ~18%, Unimicron ~14%, AT&S ~10%, Nan Ya ~5%

Reviewer note

Real source gathered during the extend-silicon-stack research pass (2026-06-21). Figures attributed to it in the model link back here.