Subject


TEL


2025-12-08

[News] Tokyo Electron Sees AI-Driven Sales Hitting 40% by FY2026, Offsetting China Slowdown

U.S. export controls are hitting global chip-tool makers, and Tokyo Electron (TEL) is scrambling to make up for shrinking orders from China. According to a recent interview with Nikkei, Executive Managing Director for finance Hiroshi Kawamoto says that by fiscal 2026, the company’s equipment for a...

2025-10-16

[News] Tokyo Electron Builds Major Kumamoto R&D Hub Near TSMC to Advance 1nm Chip Equipment

According to Nikkei, Japan’s leading chipmaking equipment maker Tokyo Electron opened a large research and development center on Wednesday. The new facility aims to strengthen collaboration with TSMC and other partners in advancing next-generation 1nm semiconductor technologies. As the report n...

2025-08-19

[News] TEL President Reportedly Set for September Taiwan Visit to Meet TSMC Execs After 2nm Data Leak

TSMC has recently faced a confidential 2nm data leak involving staff from its 2nm pilot line and a former employee at Tokyo Electron. According to TechNews, sources say Tokyo Electron President Toshiki Kawai may visit Taiwan in September to meet with TSMC executives during SEMICON Taiwan. The Jap...

2025-08-01

[News] Chipmaking Tool Giants TEL, KLA Flag Weak China Demand in 2025 Amid Trade Tensions

Global semiconductor equipment giants Tokyo Electron (TEL) and KLA have recently announced their financial forecasts, with declining revenue contributions from China emerging as a key concern. According to MoneyDJ, chipmakers are scaling back equipment investment plans, prompting Japan-based TEL to ...

2024-12-06

[News] Semiconductor Equipment Market Sees Robust Growth Fueled by AI Despite Declining China Demand

According to a report from MoneyDJ, citing a Nikkei report from December 4, generative AI demand is expected to boost revenue growth for semiconductor equipment manufacturers this quarter. The report highlights that while demand from the industrial and automotive markets remains weak, strong demand ...

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