Development

A toilet maker rises 11% on NAND demand

development2026-01-25

Claim

Shares in Japanese toilet maker Toto rose 11% because its electrostatic chucks are critical to NAND fabrication, while SanDisk is up around 1,000% in five months and Intel admitted it was caught off guard by server CPU demand.

Reported metric: +11% / +1,000%

Reporting date: 2026-01-25 (not necessarily the event date)

Sources

Attribution and reporting linked by this record; links do not imply independent verification.

Welcome to January 25, 2026 (theinnermostloop.substack.com)

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Welcome to January 25, 2026

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Smartphones and datacenters fight over glass cloth

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A toilet maker rises 11% on NAND demand
Innermost Loop KB — secondary record
Reporting date: 2026-01-25
KB permalink: https://nicholsn.github.io/innermost-loop-kb/developments/2026-01-25-toilet-maker-rises-on-nand
Claim: Shares in Japanese toilet maker Toto rose 11% because its electrostatic chucks are critical to NAND fabrication, while SanDisk is up around 1,000% in five months and Intel admitted it was caught off guard by server CPU demand.
Attributed sources:
- Welcome to January 25, 2026 — https://theinnermostloop.substack.com/p/welcome-to-january-25-2026
This citation does not imply independent verification of linked-source claims.

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