AI 서버 핵심소재 ABF, 왜 아지노모토가 독점하고 있나

Why Ajinomoto Holds a Monopoly on ABF, the Core Material for AI Servers ※ This is the broadcast from Thursday, June 25, 2026. ** 00:00 Semiconductor material created by MSG company Ajinomoto 01:56 The ABF market grown by AI servers 03:29 Why FC-BGA and ABF are important 05:07 Why Ajinomoto holds a monopoly 07:03 Movements for domestic ABF localization 08:20 Development status of Hanwha Essentials & HNS Hitech 10:42 ABF market size and growth outlook 12:25 The challenge of Innox Advanced Materials #ABF #Ajinomoto #FCBGA #SemiconductorSubstrate #AIServer #SemiconductorMaterial #HanwhaEssentials #HNSHitech #InoxAdvancedMaterials #TheElec ----------------------------------------------------------------------------- Filming & Editing: PD Gong Hae-won ※ The Elec Membership Membership Information ( • The Elec YouTube Membership has been launched. ) Join Membership ( / @theelec9812 ) ※ The Elec Membership Benefits [Read The Elec Videos Quick Access] While The Elec live videos and content are all 'free' by default, live replays are offered exclusively to membership members. The Elec, Media Specializing in Electronic Components