Ajinomoto Fine-Techno
HQ JP95% shareSOLE SUPPLIER
Subsidiary of Ajinomoto Group; sole commercial producer of ABF (Ajinomoto Build-up Film) used in ~95% of CPU and GPU substrates worldwide. ABF was invented from waste byproducts of MSG manufacturing.
manufactured · input
ABF Substrate (Ajinomoto Build-up Film)
Insulating film substrate for flip-chip BGA CPU/GPU packaging; sole-sourced from Ajinomoto (Japan); required for all Intel, AMD, NVIDIA, Apple chips; production capacity was critical bottleneck during 2020-22 chip shortage
4
Source countries
5
Companies
1
Goods affected
0
Claims on record
What depends on it
Goods that need this input
1 essential American goods rely on abf substrate (ajinomoto build-up film) somewhere upstream in their supply chain.
Where it comes from
Source countries
Share of global supply, by country.
| Country | Share of supply |
|---|---|
| JPJapan | 55% |
| TWTaiwan | 25% |
| KRSouth Korea | 12% |
| ATAustria | 5% |
Who makes it
Supplier companies
5 companies produce abf substrate (ajinomoto build-up film).
Ajinomoto Co.
HQ JP90% share
World's largest MSG and amino acid producer AND sole-source supplier of ABF (Ajinomoto Build-up Film) — the insulating substrate used in advanced CPU/GPU packaging for all leading chips
Ibiden(IBIDF)
HQ JP25% share
Japan's leading manufacturer of high-end ABF flip-chip BGA substrates for Intel, AMD, and Nvidia CPUs and GPUs. Dominant player alongside Shinko Electric; both received Japanese government subsidies to expand capacity.
Unimicron Technology(3037.TW)
HQ TW18% share
Taiwan's largest IC substrate manufacturer; major supplier of ABF substrates for AI GPU packaging alongside Ibiden (Japan). Expanding capacity for AI chip demand.
Shinko Electric Industries
HQ JP12% share
Major Japanese ABF substrate manufacturer; key supplier for Intel processors. Fuji Electric holds a significant stake. Alongside Ibiden, forms a near-duopoly on high-end CPU package substrates.