Jon Quast
speaker
8,197 appearances
81 recordings
2 series
first heard Oct 2025
last heard 6d ago
Jon Quast’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 81 in all, peaking in Aug 2026 with 10.
Appearances
So this isn't something that I normally play in.
I will say that as the 80s kid in me who grew up with Ninja Turtles, Japan has always been interesting to me.
And so there are some Japanese companies that actually have crossed my radar.
This isn't necessarily anything that I've followed for a long time, but they've crossed my radar recently.
that I find very intriguing.
And the first one that I would put here is the company NITO Boseki or NITOBO.
This is a company that makes pretty much all of the world's tea glass.
And this is a substrate in making AI chips.
There are some other companies that are starting to get into the game here because it is such in high demand and there is so little of it compared to how much demand there is.
So we'll see what that does to the economics.
But so far, it's really interesting to Topo and how it's locked up customers for multiple years and how it is the one company making this material.
The other thing that has crossed my radar more recently is a company called Ajinomoto.
It is...
Makes this film, it's a buildup film, ABF, Ajinomoto buildup film.
Essentially, this is some insulating material that goes on GPUs and CPUs.
And personally, I'm of the opinion that CPU demand is going to be very strong over the next several years due to agentic AI.
I think that, well, I am starting to position my portfolio accordingly.
So I think that does create a situation where Ajinomoto's
Material is going to be in higher demand.
Now, there are companies looking to diversify away from that, use other materials.
Showing 3361–3380 of 8,197 · page 169 of 410
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