How an MSG Factory Holds Nvidia by the Throat? What Is ABF Material?
TradingKey - While the 2026 AI computing race appears to be dominated by GPUs, HBM, and advanced packaging, the actual delivery cadence is determined by Ajinomoto, a Japanese firm that originated as an MSG producer. Its Ajinomoto Build-up Film (ABF) holds over 95% of the global market for high-performance chip packaging materials, representing a critical link that Nvidia, Intel, and AMD cannot bypass.