Interestingly, despite #Ajinomoto seeing some recovery in mainstream server demand this year, both AT&S and Ibiden are guiding for no recovery in those markets in 2025.
Is this just an issue of increased competition in the ABF substrate market? Ajinomoto is suppler-agnostic; they don't care who wins the business, b/c everyone buys chemicals from them.But, AT&S and Ibiden are losing market share as an increasing number of supplies enter the space.Source: Chips & Wafers
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