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Author congratulates hedge funds that bought stakes in Ajinomoto and pushed for…

2026-05-11 · 00:38 UTC ·@jukan05 ·1 min read

Brief

The post credits activist hedge funds for pressuring Ajinomoto into a reported 30% price increase for its ABF build-up film. It notes spot ABF substrate prices have jumped over 30%, contract quotes are ~5–10% higher, Taiwan’s top three makers posted record April revenue, and supply-cost pressures and tight capacity are expected to push additional substrate price hikes of roughly 3–6% in H2, affecting customers like NVIDIA, AMD and Intel and PCB suppliers.

Why it matters

Author congratulates hedge funds that bought stakes in Ajinomoto and pushed for ABF (Ajinomoto Build-up Film) price hikes.

Key details

  • Ajinomoto is reportedly raising ABF film prices by 30%; spot ABF substrate prices have surged over 30%, contract quotes are up ~5–10%, Taiwan’s three top makers posted record-high April revenue, and further ABF substrate price increases are expected in H2 with downstream makers likely to lift prices another 3–6%.
Source evidence

Congratulations to the hedge funds that bought stakes in Ajinomoto and pushed for ABF film price hikes.

Ajinomoto is finally raising ABF film prices by 30%, apparently.

Dan Nystedt (@dnystedt)

Prices of ABF substrates, key to heat control in AI chip packages, are expected to rise further in the 2nd half amid rising material costs, higher spot prices, and tighter capacity, media report, citing unnamed supply chain sources. Taiwan’s 3 top makers all reported record high April revenue, while spot prices have surged over 30%, contract quotes up around 5%-10%. Japan’s Ajinomoto, the key supplier of ABF (Ajinomoto Build-up Film), is said to be mulling a 30% price hike due to higher materials costs, which would likely cause ABF substrate makers to hike prices another 3%-6% as well. $NVDA $AMD $INTC #Unimicron #NanyaPCB #KinsusInterconnect #ABF #Ajinomoto $2802 $3037TW $3189TW $8046TW ctee.com.tw/news/20260511700…

— https://nitter.net/dnystedt/status/2053632931479060627#m