Toto, the Japanese sanitary ware company, just hit a five-year high on the back of surging memory chip demand. Here's the kicker—most people don't realize the company has a chipmaking materials division that's quietly benefiting from the boom. As memory demand keeps accelerating in data centers and AI infrastructure, the supply chain for specialized materials is becoming a serious bottleneck. Companies positioned in this segment are seeing unexpected tailwinds. It's a classic case of how macro trends ripple through unexpected corners of the market. Worth keeping an eye on if you're tracking semiconductor and infrastructure plays.