TOTO is one of the top produce-To The Moon - Tiger Brokers Online Investing Community - To The Moon

TOTO is one of the top producers of electrostatic chucks used in NAND memory production. You guessed it. The boom in memory prices and shortages, driven by AI data centres stockpiling storage, has brought loads of business to TOTO.

They don’t sell these to Samsung or SK Hynix directly. Instead, TOTO is reportedly a dominant supplier to Lam Research, whose cryogenic etching machines are then used by every major NAND maker including Samsung, SK Hynix, Micron, Kioxia, and YMTC, to carve channel holes through 200+ layer 3D NAND chips

It comes down to ceramics. TOTO has been making advanced ceramic parts for over 40 years — and it turns out, those same ceramic capabilities translate into electrostatic chucks, the precision plates that hold silicon wafers in place during chip manufacturing.

In other words, when AI drives memory demand, Samsung orders machines from Lam Research, and Lam Research orders ceramic chucks from a Japanese toilet company.

2026 Outlook: Lock In Your Investment Goal with a Time Capsule

As we step into 2026, it’s time to pause, reflect, and look ahead. Join our Investment Time Capsule event and record your expectations for the year to come — a snapshot of your market views, convictions, and goals that you’ll revisit one year from now. Share your outlook by answering the four time capsule questions below and see how your predictions stack up when 2026 comes to a close. 1. The sector or stock I’m most optimistic about in 2026 is ____, because ____. 2. My three trading rules are ____, because ____. 3. My investment return target for 2026 is ____.

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The boom in memory prices and shortages, driven by AI data centres stockpiling storage, has brought loads of business to TOTO.</p>\n<p>They don’t sell these to Samsung or SK Hynix directly. Instead, TOTO is reportedly a dominant supplier to Lam Research, whose cryogenic etching machines are then used by every major NAND maker including Samsung, SK Hynix, Micron, Kioxia, and YMTC, to carve channel holes through 200+ layer 3D NAND chips</p>\n<p>It comes down to ceramics. TOTO has been making advanced ceramic parts for over 40 years — and it turns out, those same ceramic capabilities translate into electrostatic chucks, the precision plates that hold silicon wafers in place during chip manufacturing.</p>\n<p>In other words, when AI drives memory demand, Samsung orders machines from Lam Research, and Lam Research orders ceramic chucks from a Japanese toilet company.</p>\n<p><br></p></body></html>","text":"TOTO is one of the top producers of electrostatic chucks used in NAND memory production. You guessed it. The boom in memory prices and shortages, driven by AI data centres stockpiling storage, has brought loads of business to TOTO. They don’t sell these to Samsung or SK Hynix directly. Instead, TOTO is reportedly a dominant supplier to Lam Research, whose cryogenic etching machines are then used by every major NAND maker including Samsung, SK Hynix, Micron, Kioxia, and YMTC, to carve channel holes through 200+ layer 3D NAND chips It comes down to ceramics. TOTO has been making advanced ceramic parts for over 40 years — and it turns out, those same ceramic capabilities translate into electrostatic chucks, the precision plates that hold silicon wafers in place during chip manufacturing. 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