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▶ Ajinomoto Raises ABF Substrate Film Prices by 30% - Japan’s Ajinomoto has decided to raise prices for its core ABF build-up film by 30%, with the new prices set to take effect from Q3 2026. - Taiwanese package substrate makers said they have officially received notice of the price increase, at a time when cost pressures remain elevated across the IC substrate supply chain. - Specific new pricing is still under negotiation with suppliers, but in the near term, the hike is expected to increase production costs before being gradually passed through to product ASPs. - Despite the ABF price increase, the largest cost burden is still understood to come from repeated price hikes in upstream raw materials, particularly CCL. - With urgent demand from AI chip customers continuing, quarterly price increases for ABF and BT substrates are expected to persist through year-end. The magnitude of price hikes could widen further in the second half. - Ajinomoto holds more than 95% share of the global ABF market, giving it strong pricing power across the supply chain. IC substrate makers noted that the previous price increase took place around early 2025, roughly a year ago, and said the latest 30% increase is also a “reasonable level” given strong customer demand. - Unlike Nittobo, whose conservative capacity expansion stance has deepened the shortage of T-Glass fiberglass for IC substrates, Ajinomoto had already anticipated changes in ABF supply-demand dynamics three years ago and moved ahead with proactive capacity expansion. - As a result, despite its near-monopolistic market position, the supply bottleneck is viewed as relatively limited. Ajinomoto recently announced plans to build a third ABF plant in Gifu Prefecture, Japan, in order to address demand beyond 2030. - The company has secured land for the project with an investment of around JPY 12 billion, or approximately USD 76 million, and plans to begin construction in 2028, with mass production targeted for 2032. The new Gifu plant is expected to be much larger in scale than Ajinomoto’s existing production sites in Kanagawa and Gunma prefectures. - In addition, as AI chip packaging layer counts are expected to expand from the current 3+3 level to 11+11 layers, and potentially to 13+13 layers after 2030, ABF demand is likely to sustain structural growth. - According to the industry, as the AI CPU, GPU, and ASIC upgrade cycle accelerates, demand is rising for larger substrate area and higher layer counts. As a result, ABF substrates are understood to have re-entered a supply shortage phase from 1H 2026. - Shortages are also emerging simultaneously across the upstream value chain, including fiberglass, copper foil, and drill bits. Therefore, the ABF supply-demand imbalance in 2027–2028 is more likely to intensify than ease. - The industry expects the IC substrate sector to enter a so-called “Super Expansion Cycle” over the next two to three years, which should improve order visibility across the sector.

An unstable building under construction in Midtown Manhattan has forced evacuations and street closures. Officials said floors were sagging between the 21st and the 26th floors.

MiniMax H3 - Tilt-Shift Burger Commerical - t2v Burger Under Construction A tilt-shift burger commercial where tiny construction crews build the burger from the ground up. You can easily adapt this prompt for other foods. Prompt: Create a high-end cinematic tilt-shift food commercial that shows the full construction of a hamburger from start to finish on a clean tabletop, staged like a miniature construction site. Use a strong tilt-shift look throughout: shallow selective focus, miniature diorama realism, soft focus falloff across the frame, and a low tabletop camera angle that makes the tiny vehicles feel large and heroic while the burger ingredients feel monumental. The entire video should follow one continuous build process. Begin with an empty build site: the bottom bun is placed at center as the foundation. Then, step by step, miniature construction vehicles bring in and install each ingredient in order. A dump truck delivers sesame seeds near the work zone. A forklift transports a thick tomato slice. A front loader carries shredded lettuce with some loose pieces spilling naturally. A yellow excavator grips and places pickle slices with its bucket. A mobile crane lifts a glossy cheddar slice with hook and sling, lowering it carefully onto the hot grilled beef patty. Onion rings wait to the side like construction coils. Sauce is applied like mortar. Finally, the top bun is lifted and guided into place as the final roof piece, completing the burger. Include several tiny workers in simple safety helmets directing the build. One signals with a baton, another points toward the stacking area, and others react to each installation step to sell the miniature worksite illusion. Camera language should feel premium and playful: cinematic push-ins, low-angle dolly moves, miniature-style lateral tracking shots, macro insert shots of vehicle actions, selective rack focus between machines and ingredients, and gentle orbiting hero passes around the burger. Keep the movement smooth and expensive, with the tilt-shift effect always helping the scene feel like a handcrafted miniature world. Lighting should be warm and polished like a luxury food commercial, with a strong key from upper left, a gentle rim from rear right, glossy highlights on sauce and cheese, and subtle reflections on the construction vehicles. Emphasize realistic textures: toasted bun crust, soft bun crumb, sesame seeds, grill marks on the beef patty, cheddar sheen, wet tomato surfaces, crisp lettuce edges, pickle gloss, and subtle machine wear and decals. Build the pacing so each ingredient placement feels satisfying and clear. The viewer should always understand that the burger is being assembled in sequence from beginning to end. Finish on a fully completed perfect burger, freshly built, as the vehicles pause around it like a proud construction crew. End with a polished hero shot of the completed hamburger in the center of the miniature worksite. Overall tone: premium, humorous, charming, visually satisfying, high-end commercial quality, with a strong tilt-shift miniature aesthetic and a clear beginning-to-end burger assembly story.