EPISODE · Apr 22, 2026 · 23 MIN
The Power of Materials Science: How a MSG Company Is Shaping the Future of Chips ⚙️
from The Deep Dive Lab: Unraveling Materials Science · host Son Hoang
We often assume the future of AI is driven by better algorithms and more powerful chips. But what if the real bottleneck lies in something far less visible—materials? In this episode, we uncover a surprising story: how Ajinomoto, a company best known for food products, became a critical force in the global semiconductor industry through ABF substrates.From the fact that over 75% of AI GPUs depend on this material, to 30-week supply bottlenecks and rising geopolitical tensions around supply chains, materials science is quietly dictating the pace of innovation. We also explore why glass substrates could redefine chip performance in the coming years.This is more than a tech story—it’s about hidden power, global strategy, and the materials shaping our digital future.#AI #Semiconductors #MaterialsScience #TechPodcast #Innovation #DeepTech #FutureTech #SupplyChain #Engineering #deepdivelab 🔬
What this episode covers
We often assume the future of AI is driven by better algorithms and more powerful chips. But what if the real bottleneck lies in something far less visible—materials? In this episode, we uncover a surprising story: how Ajinomoto, a company best known for food products, became a critical force in the global semiconductor industry through ABF substrates.From the fact that over 75% of AI GPUs depend on this material, to 30-week supply bottlenecks and rising geopolitical tensions around supply chains, materials science is quietly dictating the pace of innovation. We also explore why glass substrates could redefine chip performance in the coming years.This is more than a tech story—it’s about hidden power, global strategy, and the materials shaping our digital future.#AI #Semiconductors #MaterialsScience #TechPodcast #Innovation #DeepTech #FutureTech #SupplyChain #Engineering #deepdivelab 🔬
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The Power of Materials Science: How a MSG Company Is Shaping the Future of Chips ⚙️
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