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

Investors are recognizing Japanese toilet maker Toto as a significant player in the AI memory market due to its advanced ceramics business, which supports semiconductor manufacturing. Toto's precision ceramic components are crucial for semiconductor processing, and the company's expertise in this area is gaining attention. With profits from advanced ceramics contributing significantly to its income, Toto is being urged by investors to better communicate this segment's value to the market and strategically utilize its resources. The company's shares have surged by nearly 40% in 2026, reflecting growing interest in its role within the semiconductor supply chain and AI infrastructure.