Ajinomoto ABF Film Supply Cut Rumors to China Intensify; Why 12-24 Months Is a Critical Window for Domestic Substitution?

Recent market rumors suggest Ajinomoto is tightening ABF film supply to mainland China, with the so-called "30% supply cut" lacking authoritative confirmation, yet industry feedback already points to tighter quotas for mainland customers and diverging procurement prices. Meanwhile, AI is driving up requirements for high-end FCBGA substrate area, layer count, and material performance, pushing ABF film back into a tight balance. Domestic manufacturers are advancing from mid-to-low-end validation toward low-Df, high-layer-count products, marking a more critical industrialization phase for domestic substitution. Over the next 12-24 months, who will be the first to complete certification for high-end CPU, GPU, and ASIC substrates and convert samples into stable volume orders?