The MSG Company That Can Halt Every AI Chip on Earth
The seasoning company makes the insulating film inside nearly every advanced AI chip package. Its moat isn't chemistry. It's the years it takes to qualify a replacement.
InIUX24 Research Team265 reads
A seasoning sachet and a processor. One of them is the bottleneck.
You know Ajinomoto from the little red bag in the noodle aisle. Monosodium glutamate. A Japanese food company, founded in 1909, famous for making things taste better.
TopicsCorporate Strategy
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