MSG Maker Ajinomoto to Raise Prices by 30% as ABF Substrate Supply-Demand Gap Extends to 2027 Due to AI Supercycle

Ajinomoto, a major ABF film supplier, is considering a price increase of at least 30%.

Demand from AI servers is keeping ABF substrate supply tight, with makers running near full capacity.

Spot prices are rising as the supply-demand gap persists across the advanced packaging chain.

The imbalance is expected to last until 2027, which could raise semiconductor packaging costs.