Ajinomoto holds ~98% of the global IP licensing rights for ABF (Ajinomoto Build-up Film), the specialized polymer film that forms the substrate used in all CoWoS-type advanced packaging. Without an ABF license, no company can manufacture CoWoS substrates at scale. This makes Ajinomoto the deepest monopoly moat in the entire AI chip supply chain — a food and amino acid conglomerate that accidentally became essential infrastructure for every frontier AI accelerator.
Ajinomoto operates in the Semiconductors & Supply Chain (Materials & Chemicals) sector, tracked across Tessara's AI infrastructure intelligence platform as a component of the Compute Regime Score (CRS).
Tessara tracks Ajinomoto across 0 signals in the last 30 days, providing real-time AI infrastructure intelligence including supply chain analysis, regulatory exposure, and competitive positioning. Data updated continuously from 80+ sources.