The Unlikely AI Winners: How Traditional Companies are Thriving in Semiconductors Japanese firms Toto, Nittobo, and Ajinomoto have become unexpected players in the AI semiconductor market.
At first glance, these companies may seem like outliers. Toto is renowned for its high end toilets, Nittobo for its textiles and glass fiber, and Ajinomoto for its MSG seasoning.
However, it's precisely their long standing expertise that has enabled them to tap into the lucrative AI supply chain. Toto has been a pioneer in manufacturing ceramic electrostatic chucks since 1988.