Dan Nystedt(@dnystedt):Rumor: Robust AI demand has caused ABF supplies to tighten so far that key ABF film maker Ajinomoto has begun selective shipments, media report, adding some customers have been notified of a 30% reduction in supply. Taiwan’s, WaferChem Technology developed TBF (Taiwan Build-Up Film) as an alternative and may benefit from tight ABF supplies. $NVDA $AVGO

Dan Nystedt

@dnystedt

Former journalist, now financial analyst. Based in Taipei. Tweet mainly about semiconductors and Taiwan. Not investment advice. Views are my own.

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Dan Nystedt@dnystedt

2026.08.21 01:09

Rumor: Robust AI demand has caused ABF supplies to tighten so far that key ABF film maker Ajinomoto has begun selective shipments, media report, adding some customers have been notified of a 30% reduction in supply. Taiwan’s, WaferChem Technology developed TBF (Taiwan Build-Up Film) as an alternative and may benefit from tight ABF supplies. $NVDA $AVGO