Japanese toilet maker Toto Ltd. is increasing capital expenditures to expand its ceramics production, aiming to meet rising demand linked to the semiconductor industry and the broader artificial intelligence boom. Bloomberg reports that Toto expects that chip-related operations will account for more than half of its total planned capex in the coming years, indicating a significant shift toward technology-linked manufacturing investment. The Japan Times adds context on what is driving the demand: chip equipment makers are seeking specialized ceramics that can withstand harsh operating conditions, including exposure to dirt particles, corrosive materials and high temperatures. Together, the reports suggest Toto is directing additional investment into ceramic capabilities used by semiconductor supply chains, rather than focusing exclusively on its traditional end markets. While the exact timeline, spending amounts and capacity targets are not detailed in the provided excerpts, both sources agree that the company’s capex ramp is tied to ceramics used in chip-making equipment and that AI-related demand is a key factor behind the shift. Toto’s investment plan therefore reflects efforts to scale production to support downstream needs from the chip sector.