Toto, known for its high-end toilets, reported a 34% increase in annual revenue and a 42% jump in operating profit in its advanced ceramics business, which produces ceramic electrostatic chucks for semiconductor manufacturing. This segment's growth offset declines in its traditional housing equipment unit, emphasizing the company's commitment to maintaining a balanced growth strategy.
Nittobo's electronic materials segment, which includes advanced glass fiber for semiconductor packaging, saw net sales rise by 20.4% year on year, with operating profit increasing by 39.7%. The company is focusing on expanding production capacity to meet the rising demand for electronic materials driven by AI and data centers.
Ajinomoto, primarily known for its MSG seasoning, has leveraged byproducts from its food manufacturing to produce ABF insulation film for semiconductors, resulting in a 45.1% increase in business profit in its 'Healthcare and Others' segment.
This segment has now surpassed Ajinomoto's frozen food business in revenue and profit, indicating a strategic shift towards high-value applications in technology. Overall, these companies illustrate how traditional industries can adapt and thrive in the evolving landscape shaped by AI and semiconductor demand