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New Investment Eases Chip Supply Chain Woes

An essential element in the fabrication of high performance semiconductor chips gets a boost in production from Ajinomoto Co.

Ajinomoto hastens chipmaking film expansion and weighs more investment

Ajinomoto, better known for its wide-ranging food business, forecasts shipments of the film will grow 18% every year through March 2026.

Taiwan shares recover from early losses but turnover remains thin

Dim industry outlook results in poor performance of ABF substrate shares

The shares of major producers of Ajinomoto Build-up Film (ABF) substrate underperformed compared with the broader market last week, as investors expected a dimmer outlook for the industry in the second half of this year. The continued narrowing of the gap between supply and demand is likely to slow manufacturers’ earnings later this year and next year, analysts said, adding that investors are closely watching the effects of rising electronic product inventory on the ABF substrate sector’s supply-and-demand dynamics. “We expect ABF substrate suppliers to see gradually weakening earnings growth in the second half of 2022 and in 2023, given weak sales

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