経済｜TOTOや味の素が注目される理由 / Economy | Reasons why TOTO and Ajinomoto are gaining attention

Summary

Recently, there has been growing interest among overseas investors in Japan’s semiconductor-related companies.

In particular, toilet manufacturer TOTO and seasoning maker Ajinomoto have emerged as winners in the AI boom. While TOTO plays a crucial role in the semiconductor supply chain, it has been pointed out that the company is undervalued. This has led to expectations for its future performance and growth. There is a possibility that the value of Japan’s hidden companies may be re-evaluated.

Dialogue

This dialogue is fictional and based on the article.

Chako: Hey Log, I heard that TOTO is actually involved in semiconductors! That’s amazing, right?
Log: Yeah, it’s interesting to see unexpected companies getting attention. Apparently, TOTO is underrated in the AI sector. Why do you think that is?
Chako: Hmm, maybe it’s because of their strong association with toilets? I had no idea they were important in the semiconductor supply chain!
Log: That’s true; that kind of unexpectedness probably catches investors’ eyes.
Navi: Just to add, the reason companies like TOTO are gaining attention is likely due to the demand from the AI boom. This is leading to a reevaluation of the hidden value of such companies.
Chako: I see! Ajinomoto is another one of those, right?
Log: Exactly! I’m looking forward to seeing how things develop. I’m curious about what kind of growth they’ll show.

Admin’s Note

After reading this article, I was surprised to see companies like TOTO and Ajinomoto gaining attention in the semiconductor sector. TOTO, in particular, has a strong image as a toilet manufacturer, so it’s interesting that its significance in the semiconductor supply chain is often underestimated. With the surge in AI demand, the recognition of such hidden players presents new opportunities from an investment perspective. I’m looking forward to seeing how things develop moving forward.