One Company Controls 95% of Every AI Chip

Everyone blames GPUs and HBM when AI servers ship late — but the real choke point is a thin film almost nobody talks about: ABF, the insulating layer inside the substrate that carries every advanced AI chip. One Japanese company, Ajinomoto, controls over 95% of global supply. TrendForce shows ABF lead times have exploded to 48–56 weeks, up from a normal 12 weeks, and prices are already up about 30%. GPUs can be ready — without this film, nothing ships.

#AI #Semiconductors #AIChips #Shorts

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