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DigiTimes
China's AI chip ambitions collide with Ajinomoto's 95% grip on ABF film
China is intensifying its quest for semiconductor self-reliance, focusing on materials beyond advanced chips. However, this push is complicated by Ajinomoto's significant 95% market share in ABF film, a crucial component in chip packaging. The challenge illustrates the complexities in achieving technological independence in key areas of the semiconductor supply chain.
MonitorConfidence: MediumMid term horizonSupply chain risk: High
Published 18 Aug 2026, 12:20 UTC1 min read
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Summary
TL;DR
- China expands semiconductor self-reliance efforts
- Focus shifts to essential materials like ABF film
- Ajinomoto holds a dominant 95% market share
- Challenges in replacing critical materials
- Pressure on China's semiconductor manufacturing strategy
Interesting facts
- ABF film is less visible but crucial in chip packaging.
- Ajinomoto's control signifies the difficulty in material sourcing.
Coverage gaps
- Details on how China plans to tackle the material dependency