• Copy link Facebook X Whatsapp Reddit Pinterest Flipboard Email Get Tom’s Hardware’s best news and in-depth reviews, straight to your inbox. • You are now subscribed Your newsletter sign-up was successful Despite appearances, Japan’s Toto isn’t just the name behind heated bidets and “Washlet” throne technology anymore. • According toa report fromFinancial Times, the UK-based activist investor Palliser Capital just surfaced in its shareholder registry with a letter to the board saying that the company’s advanced ceramics business is being wildly undervalued by the market. • In other words, a loo maker might now be sitting at the crossroads of AI infrastructure and semiconductor supply chains. • Photonics and high-speed data movement is the next big AI bottleneck The data center cooling state of play Massive AI data center buildouts are squeezing energy supplies Ultra Ethernet: The data center interconnection of tomorrow Now, Palliser is explicitly calling Toto “the most undervalued and overlooked AI memory beneficiary” in its letter - which is activist language, not impartial research. • Still, it’s grounded in a real here-and-now connection between AI investment trends and semiconductor supply chains.
Article Summaries:
- Japanese toilet maker ’the most undervalued and overlooked AI memory beneficiary,’ investors claim - shares up nearly 40% in first two months of 2026 It sounds like clickbait, but the company’s stocks have risen nearly 40% in 2026 alone. Get Tom’s Hardware’s best news and in-depth reviews, straight to your inbox. You are now subscribed Your newsletter sign-up was successful Despite appearances, Japan’s Toto isn’t just the name behind heated bidets and “Washlet” throne technology anymore. According to a report from Financial Times, the UK-based activist investor Palliser Capital just surfaced i
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