Why Toilets and MSG Are Winning the AI Boom | Bloomberg Tech: Asia 6/26/2026

• Asia is central to the global AI boom, anchoring through hardware supply chains for chips, memory, packaging, cooling, and power infrastructure.
• Asian governments are actively promoting AI development through strategic initiatives and tax incentives, fostering domestic growth and productivity.
• Companies like Toto (ceramics for chip manufacturing) and Ajinomoto (ABF film for chip packaging) are seeing unexpected benefits and significant market share in critical AI components.
• Memory (DRAM, HBM) and high-end silicon wafers are identified as critical bottlenecks, with Asian suppliers like Samsung, SK Hynix, Sumco, and Shin-Etsu raising prices due to surging demand.

The global AI boom is significantly reshaping Asia's corporate landscape, with massive fundraising in the West driving demand for Asian hardware and specialized components. Unexpected Japanese companies like Toto and Ajinomoto are emerging as beneficiaries due to their niche expertise, alongside major chip and memory manufacturers.