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Today β€” 12 May 2026Main stream

MSG Maker, Ajinomoto, To Raise Prices By 30% As ABF Substrate Supply-Demand Gap Extends To 2027 Due To AI Supercycle

11 May 2026 at 16:05

MSG Maker, Ajinomoto, To Raise Prices By 30% As ABF Substrate Supply-Demand Gap Extends To 2027 Due To AI Supercycle

ABF substrates are the core component of next-generation AI servers, and heightened demand is going to see their prices bumped by up to 30%. ABF Substrate Supply Was Already Low, & Now Prices Are Going To See A 30% Hike As AI Supercycle Grips The Market ABF or Ajinomoto Built-Up Film is a high-performance insulating film used to package semiconductors, particularly for advanced flip-chip ball grid array (FCBGA) substrates. It acts as a high-speed interconnect layer between the PCB (Printed Circuit Board) and the silicon itself, offering high I/O density and signal integrity. This film is a staple of advanced […]

Read full article at https://wccftech.com/msg-maker-ajinomoto-to-raise-prices-as-abf-substrate-supply-demand-gap-extends-to-2027/

Before yesterdayMain stream

From Toilets to AI Chips: Toto Joins MSG Maker Ajinomoto as Japan’s Strangest Beneficiaries of the AI Spending Frenzy

2 May 2026 at 21:50

From Toilets to AI Chips: Toto Joins MSG Maker Ajinomoto as Japan's Strangest Beneficiaries of the AI Spending Frenzy

Well, isn't that unexpected? A Japanese toilet maker has just announced that it will pivot to AI chips, leading to a 18% stock surge. Ceramics Used For Making Toilets Are Now Going To Power The AI Chip Industry Who would've predicted that a company involved in making toilets and other sanitary equipment would start making AI chips? Well, Toto, A Japanese company, has just announced that and is seeing a boost to its stock. The company leverages ceramics for its current operations, but the same ceramics can be used for making components that are critical to AI infrastructure. As per […]

Read full article at https://wccftech.com/from-toilets-to-ai-chips-toto-joins-msg-maker-ajinomoto-as-japans-strangest-beneficiaries-of-the-ai-spending-frenzy/

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