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Ajinomoto CEO Vows Innovation as AI Chip Architecture Evolves -- Market Talk
Ajinomoto Turns to Tiered Pricing Strategy to Fight Inflation -- Market Talk
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AI Needs Ajinomoto's Film, But Its CEO Won't Raise Prices Just Because -- Interview
Ajinomoto Foods North America Introduces New Frozen Ramen Line at Whole Foods Market
Market Chatter: Japanese Corporate Real Estate Sales Hit 18-Year High as Firms Boost Efficiency
Ajinomoto Reports Progress on ¥80 Billion Share Buyback Program
Traders hunt for AI winners, turning their gaze to Japan's seasoning giant
Gelonghui, May 27 — Laura Lau, Chief Investment Officer at Canada’s Brompton Funds, has purchased shares of Ajinomoto Co., which has risen 61% year-to-date through 2026. The Japanese company is not only a household name as a seasoning giant but also the undisputed monopolist in core insulating films for semiconductors. Investors are now looking beyond the technology sector, actively seeking potential beneficiaries of the artificial intelligence infrastructure build-out, including water utilities, European cable manufacturers, and natural gas pipeline operators.
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Ajinomoto Co. Inc. Signals Confident FY 2025 Outlook
Ajinomoto Moves to Align Executive Officers' Terms With Business Year
Ajinomoto's ABF film prices surged by 30%, driven by rising demand for AI chips, pushing up costs across the substrate supply chain.
Ajinomoto announced a 30% price increase for its ABF laminated film, with the new pricing taking effect in the third quarter of 2026. Coupled with synchronized price hikes from upstream material suppliers such as Resonac and MGC, cost pressures across the IC substrate supply chain are mounting significantly. As the number of layers in AI chip packaging continues to rise, ABF substrates are experiencing shortages once again. Manufacturers such as Unimicron and Kinsus are aggressively expanding production capacity, potentially ushering in a "super expansion cycle" for the industry.
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Express News | Reports indicate that Ajinomoto has raised the price of ABF, with the increase determined based on specific customer circumstances.
Positive Report for Ajinomoto Co (AJINF) From DBS
Ajinomoto's Fiscal 2026 Profit Surges 92% on Semiconductor Surge
Ajinomoto Reports Progress on Ongoing ¥80 Billion Share Buyback Program