The latest players in the AI ​​supply chain are toilet manufacturers

Casey, would you believe TOTO, the Japanese company best known for toilet seats and bidets – hmm. – Is it becoming a major player in the global semiconductor supply chain? – Is it? Well, everyone working on AI has to go to the bathroom. – [Laughs] No, this is about some advanced ceramics that TOTO makes that are part of the supply chain and help stabilize silicon wafers during chip manufacturing, which is how GPUs used in giant data centers are made. One company that plays a key role in this is TOTO, an unassuming toilet company. Then there was an activist investor from the UK who sent a letter to TOTO’s board of directors, urging them to increase production of advanced ceramics. Basically, stop making lots of toilets and start making chip parts. ――Well, the next time you use a TOTO toilet, I hope you realize that AI may have been created there and reflect on it. And while I don’t know what you’ll actually do with that information, it’s possible. Kevin, I think this is shaping up to be something like this. [expletive] storm. – [Laughs] – No, I think this is a good sign for Toto. It is a high growth industry. And actually, I have a new slogan that I think they should use for the semiconductor supply chain part of the business. Do you want to hear it? – what’s that? – Toto: Added PU to GPU. – got it. That’s enough.