š¯›¼SK or Searchbullish
As AI chip packages grow, Ajinomoto's insulating film grows with them
SUMMARY
- Ajinomoto, the Japanese company best known for seasoning, makes a thin film that sits between the layers of wiring under nearly all high-performance computer processors, by its own account.
- AI chips sit on ever bigger and thicker bases, so by my reading each one needs more of that film than the chip before it.
- Chipmakers rarely switch to a rival film, because testing a new one takes a long time, and that keeps the growth with Ajinomoto.
Begin exploring Smartkarma's AI-augmented investing intelligence platform with a complimentary Preview Pass to:
- Unlock research summaries
- Follow top, independent analysts
- Receive personalised alerts
- Access Analytics, Events and more
Join 55,000+ investors, including top global asset managers overseeing $13+ trillion.
Upgrade later to our paid plans for full-access.
or
Already have an account? Sign In Now
Discussions
(Paid Plans Only)
Price Chart(Sign Up to Access)
- As AI chip packages grow, Ajinomoto's insulating film grows with them13 Oct 2026
x