Search results for Ajinomoto
AI & Enterprise
AI boom lifts Japan\'s Toto, Nittobo and Ajinomoto shares
In Japan’s stock market, Toto, Nittobo and Ajinomoto have emerged as beneficiaries of the artificial intelligence boom despite not being semiconductor companies. CNBC reported their shares are up 78 percent, 63 percent and 61 percent this year as they apply materials and manufacturing know-how to the semiconductor supply chain. The firms supply key components and materials used in chipmaking and packaging, and all posted clear growth in semiconductor-related businesses in the year ended March 31.
Industry
Ajinomoto plans major capacity expansion as demand surges for ABF material used in Nvidia, AMD AI chips
Ajinomoto said it can meet demand until 2030 for ABF, a key material used in AI semiconductor packaging. The company is prioritising capacity expansion over price increases and is securing its next production base. Chief executive Shigeo Nakamura said demand beyond 2030 could become uncertain if AI-related demand grows faster than expected. Ajinomoto said it will focus on expanding output, while monitoring rising input costs and technology shifts.
Industry
Ajinomoto faces pressure to raise prices for key semiconductor material
Japan\'s Ajinomoto, known as a food company, is facing rising investor pressure over pricing in its semiconductor materials business as demand for AI semiconductors grows. UK investment fund Palliser Capital said the company is not sufficiently boosting profitability, focusing on its Ajinomoto Build-up Film (ABF) insulation material. Palliser proposed raising ABF prices by at least 30 percent, arguing the cost impact on customers would be limited. Analysts said any increase depends on supply-demand conditions.