The Tokyo Stock Exchange (TSE) is witnessing a historic shift in capital flows. No longer focused solely on pure software companies, investors are flocking to long-established industrial enterprises – entities that hold the 'physical keys' to operating artificial intelligence.

20 April 2026 – The Tokyo Stock Exchange (TSE) is witnessing a historic shift in capital flows. Investors are no longer focusing on pure software companies; instead, they are pouring money into long-established industrial enterprises – entities that hold the "physical keys" to operating artificial intelligence.
Unitika Ltd. (3103), a symbol of Japan's textile industry, has become the hottest name on the stock exchange in recent days.
Why would a monosodium glutamate company and a toilet manufacturer grow thanks to AI? The answer lies in their materials science expertise.
Below are companies with similar characteristics: a traditional core business but holding proprietary AI-supporting technology.
Analysts in Tokyo note: "Software can be replaced by new algorithms, but the physical limits of heat dissipation and conductive materials cannot be bypassed. Companies like Unitika and Ajinomoto have spent decades optimising materials, creating an 'economic moat' that new technology rivals cannot cross overnight."
Disclaimer: This information is for investment reference purposes only.
Comments
No comments yet. Be the first!
You need to sign in to comment.