CNBC·4 min read·medium
These Japanese AI winners don’t make chips. They make toilets, glass fiber and seasoning
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Lim Hui Jie
✦AI Summary
Traditional Japanese manufacturing companies like Toto, Nittobo, and Ajinomoto are seeing significant stock growth by pivoting their core technologies to support the AI semiconductor supply chain. These firms provide essential components like ceramic chucks, glass fiber, and insulating films used in high-performance computing.
At a time when investor attention has been on the semiconductor industry, some hidden gems with businesses quite dissimilar to high tech have turned out to be market winners, riding the AI boom.
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