Geopolitics•1 report
55DOOM SCORE
Ajinomoto reportedly cuts chip packaging film supply to China by 30%
ChinaJapan
First seen: Aug 19, 2026, 12:02 PM UTCUpdated: Aug 19, 2026, 12:02 PM UTC
WHAT HAPPENED
Ajinomoto has reportedly reduced its supply of critical ABF chip-packaging film to China by 30%. The restriction follows Beijing’s rare-earth export curbs, while Chinese domestic substitutes seek qualification.
SO WHAT?
The measure could intensify technology and supply-chain tensions between China and Japan and affect semiconductor production if alternative supplies are not qualified.
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