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AI & Enterprise

AI boom lifts Japan\'s Toto, Nittobo and Ajinomoto shares

In Japan’s stock market, Toto, Nittobo and Ajinomoto have emerged as beneficiaries of the artificial intelligence boom despite not being semiconductor companies. CNBC reported their shares are up 78 percent, 63 percent and 61 percent this year as they apply materials and manufacturing know-how to the semiconductor supply chain. The firms supply key components and materials used in chipmaking and packaging, and all posted clear growth in semiconductor-related businesses in the year ended March 31.

Industry

Samsung Electronics steps up chip materials, parts and equipment ecosystem drive

Samsung Electronics is shifting the focus of its semiconductor lead strategy toward the domestic materials, parts and equipment ecosystem, citing the need to upgrade upstream industries to sustain manufacturing leadership. The company is pressing ahead with large-scale capacity expansion while tightening ties with suppliers and expanding support such as patterned wafers and broader process data sharing. Industry and brokerage reports cite efforts to diversify customers and strengthen supply chains as global competition intensifies.

Industry

Micron shares jump nearly 8 percent after new U.S. supply chain investment plan

Micron shares jumped sharply after the company announced new investment aimed at strengthening the U.S. semiconductor supply chain. The stock rose 7.9 percent to close at $1,023.79, regaining the $1,000 level. Micron said it will make up to $3 billion in new strategic investments and expand its U.S. investment plan through 2035. The plan includes support for GlobalWafers’ Texas operations and a 10-year silicon wafer supply agreement.