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几个卖调料的小商贩,凭什么卡住全球芯片市场的脖子?
Sou Hu Cai Jing·2025-09-02 13:45

Core Viewpoint - The article discusses how a small Japanese company, Ajinomoto, has significant control over the global chip market through its product ABF, highlighting the importance of innovation and intellectual property in achieving market dominance [1][8]. Group 1: Company Overview - Ajinomoto, originally known for its seasoning products, has evolved to control a crucial component in the semiconductor industry, specifically ABF, which is essential for chip production [8]. - The company generates substantial revenue, with annual sales reaching 1.1 trillion yen, equivalent to approximately 666 million RMB [5]. Group 2: Industry Impact - The global chip market is heavily influenced by Ajinomoto's production decisions regarding ABF, where an increase or decrease in supply can significantly affect chip manufacturers' operations [8]. - The article emphasizes that without ABF, the global chip industry would face severe challenges, indicating the critical role of this product in technological advancement [8]. Group 3: Innovation and Intellectual Property - The narrative illustrates the importance of innovation, as the discovery of ABF by a dedicated researcher led to its pivotal role in the semiconductor industry [7][8]. - The article contrasts the approach of Ajinomoto with that of Chinese companies, suggesting that the lack of investment in research and development has hindered their ability to compete in high-value markets [14][24]. Group 4: Cultural and Market Insights - The discussion touches on the concept of "craftsmanship spirit," arguing that true innovation often comes from focusing on seemingly useless products that can later prove essential [25][29]. - The article suggests that a shift in cultural attitudes towards long-term investment in innovation and respect for intellectual property is necessary for other countries to achieve similar market influence as Ajinomoto [28][29].