AI has revived a toilet company's stock. TOTO, the Japanese high-end smart toilet company, saw its stock price rebound nearly 40% in two months, marking the largest single-day increase in five years. But when I checked last night, it turns out they are not just riding the trend. TOTO has a hidden business: high-purity precision ceramic electrostatic suction cups. In simple terms, these are consumables used to fix wafers during chip manufacturing, with precision down to 1/80th the thickness of a human hair. This is a key consumable in semiconductor manufacturing, with the highest purity in the industry. With explosive storage demand, this has become a necessity. This segment now contributes over 40% of TOTO's operating profit. For two consecutive years, in 2024 and 2025, TOTO's stock price was flat on the ground. Once the AI narrative came in, the stock price took off. Who would have thought that a toilet-making skill could also be used to make chips?