人工智能热潮正以前所未有的方式重塑全球供应链,即便以卫浴洁具闻名的日本制造业巨头Toto也因其隐秘的半导体材料业务而在这场资本盛宴中意外获益。 周四,在日本市场该股一度飙升11%,创下自2021年2月以来的最大涨幅。此前,高盛分析师上调了该公司的评级,理由是AI基础设施建设正在推动NAND存储芯片供应趋紧,进而提振了Toto生产的关键芯片制造组件——静电卡盘的需求。 这一市场反应突显了AI...
Source Link人工智能热潮正以前所未有的方式重塑全球供应链,即便以卫浴洁具闻名的日本制造业巨头Toto也因其隐秘的半导体材料业务而在这场资本盛宴中意外获益。 周四,在日本市场该股一度飙升11%,创下自2021年2月以来的最大涨幅。此前,高盛分析师上调了该公司的评级,理由是AI基础设施建设正在推动NAND存储芯片供应趋紧,进而提振了Toto生产的关键芯片制造组件——静电卡盘的需求。 这一市场反应突显了AI...
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