Ajinomoto's Monopoly on Key Chip Material
sahilypatel · x · 2026-07-11
Japanese seasoning company Ajinomoto actually holds a monopoly over a critical material in the semiconductor industry: ABF insulating film.
The post notes that this material sits between the chip and the substrate, and all advanced chips from NVIDIA, AMD, and Intel require it. Currently, almost no one else can produce it at scale. The author uses the phrase "the company that makes MSG makes your GPU possible" to highlight this food company's unexpectedly vital role in the semiconductor supply chain.
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