Coin Bureau|8月 08, 2026 01:41
🇯🇵 WILD: The 117-year-old maker of MSG controls over 95% of a material every advanced AI chip needs.
Nvidia, Intel and AMD all depend on Ajinomoto's build-up film to insulate the microscopic wiring inside their chip substrates.
A single AI accelerator needs 8 to 16 LAYERS of it.
Ajinomoto is hiking prices 30% this quarter, with the supply shortage expected to last into 2027.(Coin Bureau)
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