Activist fund Palliser Capital has expanded its hunt for artificial intelligence beneficiaries with a stake in Ajinomoto, and is lobbying for the firm to raise prices for its chip-insulation products, sources have said. https://www.japantimes.co.jp/business/2026/04/02/companies/palliser-capital-investment-ajinomoto/?utm_medium=Social&utm_source=mastodon #business #companies #pallisercapital #ajinomoto #investments #stocks
Activist fund Palliser presses Ajinomoto to raise prices for chip material

The U.K.-based fund is calling for a more than 30% increase in prices for Ajinomoto Build-Up Film, used to package high-performance semiconductors.

The Japan Times