#ajinomoto

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AI Drives 30% Chip Price Hike: 2027 Shortage Looms

The relentless AI supercycle is now directly impacting the cost of core computing components. Get ready for sticker shock as ABF substrate prices are set to jump significantly, with no end in sight.

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Ajinomoto's ABF Shortage Could Delay NVIDIA's Next AI Chip Wave by Months

NVIDIA's Blackwell chips guzzle 15-18 times more ABF substrate than older GPUs. The catch? A Japanese food seasoning company holds the keys—and it's running dry.