Few people know this, but Japan controls 95% of a material critical to Nvidia-style AI chips thanks to food giant Ajinomoto

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In the bustling world of tech, where cutting-edge innovation is the lifeblood of progress, few people realize the critical role a humble Japanese food giant plays in powering the latest AI revolution. Ajinomoto, a company best known for its umami-rich flavor enhancers and instant noodle broths, has quietly become an indispensable player in the global semiconductor industry.

Behind the scenes of every state-of-the-art Nvidia AI processor, behind the meticulously engineered clean rooms of TSMC and other chipmakers, lies a fragile industrial secret: an ultra-specialized insulating film, produced almost entirely by Ajinomoto. This unsung material, known as Ajinomoto Build-up Film (ABF), has become the invisible backbone of the AI revolution, enabling the cutting-edge performance and energy efficiency that powers today’s most advanced neural networks.

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