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Japan's Toto, Nittobo, and Ajinomoto gain from AI boom via semiconductor-related products.

Market News
21 Jul 2026
CNBC
View Source
Bullish
pluang ai news

Japanese companies Toto, Nittobo, and Ajinomoto have seen significant stock gains this year by leveraging their core technologies in semiconductor-related products tied to the AI boom. Toto's advanced ceramics for semiconductor equipment, Nittobo's glass fiber for electronic materials, and Ajinomoto's insulating films for semiconductor packaging have all experienced sharp revenue and profit growth. These businesses benefit from rising demand for AI servers, data centers, and high-performance computing, highlighting how diverse industries can profit from AI-driven semiconductor demand. The companies plan to continue expanding these segments while maintaining their traditional businesses for stability.

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