Ajinomoto notified customers in mainland China that it would reduce ABF film supplies by 30%. Meanwhile, 蓮花控股 will formally enter the ABF film sector by acquiring a 51% stake in 紐菲斯新材料科技 for approximately ¥103 million.
In early August 2026, Ajinomoto notified customers in mainland China that it would reduce ABF film supplies by 30%. This could have a widening impact on substrate manufacturers and each stage of the packaging process.
ABF film is a core insulating material essential for substrates used in advanced AI chips. Ajinomoto is said to control approximately 95% of the global market, with product profit margins reportedly exceeding 50%. Supply and demand are expected to remain tight as AI demand continues to expand.