The article highlights Ajinomoto, a Japanese food company, as the dominant supplier of ABF dielectric film used in nearly all high-performance AI chips, revealing an unexpected choke point in global AI infrastructure sovereignty. It argues that true strategic control lies not in visible tech giants like Nvidia or TSMC, but in concentrated, overlooked supply chain components.
Background
The piece connects material science dominance to geopolitical power, using Ajinomoto's control over ABF film as a case study for how non-obvious supply chains underpin national technological sovereignty amid rising AI competition.
- Source
- Lobsters
- Published
- Jul 29, 2026 at 06:29 PM
- Score
- 7.0 / 10