Japanese toilet maker 'the most undervalued and overlooked AI memory beneficiary,' investors claim — shares up nearly 40% in first two months of 2026

[soAsian]

"Toto has been making precision ceramic parts for decades. These aren't bathroom fixtures; they're highly engineered components used in semiconductor manufacturing, helping hold silicon wafers steady during processing steps like etch and deposition. These materials have to withstand thermal stress, minimize contamination, and be engineered to extremely tight tolerances. Toto's advanced ceramics catalog demonstrates the company's expertise here; it includes air bearings, bonding capillaries, and structures designed for high-precision semiconductor tools."

https://www.tomshardware.com/tech-industry/artificial-intelligence/japanese-toilet-maker-the-most-undervalued-and-overlooked-ai-memory-beneficiary-investors-claim-shares-up-nearly-40-percent-in-first-two-months-of-2026

hey, i have been on this site for years. how come no one told me a Japanese toilet maker hold the key to the semis industry Golden age?

 

[Daniel Nenni]

Talking toilet seats are a little creepy but I do like it when the seat goes up and down with auto flushing. They have programmable ones with voice. I would make my guest toilet laugh when the seat goes up.