I thought of another company to add to my portfolio: $2802 (-0,41 %)

Ajinomoto is a globally active Japanese company whose business areas are based on the research and application of amino acids. A field that the company calls "AminoScience". The company is primarily known as a food manufacturer

but has become a major player in the electronics and pharmaceutical industries.

But the real reason for the purchase is different:

• Ajinomoto has a virtual monopoly on "ABF" (Ajinomoto Build-up Film). No modern high-performance processor (CPU/GPU) for AI data centers can run without this insulation material.
• The film is used as an insulating layer in the complex multilayer substrates of high-performance processors (CPUs/GPUs). It enables the increasingly dense wiring and fine traces in modern chips that are essential for PCs, servers, 5G and AI applications. (Almost 100% market share in this area)
• The P/E ratio looks optically high at >30, but management is forecasting a jump in profits of +70% for the current financial year.
• Dividend of approx. 1.3% on top

This would give me a "chip stock in sheep's clothing" in my portfolio.

Does anyone already have experience with Ajinomoto? I am curious about your opinion.