Amid rising U.S. tariffs and stricter export controls on chipmaking tools, global equipment makers are dialing back their reliance on China. Japan’s Tokyo Electron, the most exposed among peers, now expects China to make up about 30% of its sales—down from 40% in the second half of 2024, Bloombe...

According to MoneyDJ, citing Bloomberg, the Trump administration is reportedly weighing tighter semiconductor export restrictions in an effort to further suppress China’s chip industry. As noted in the report, sources indicate that Trump administration officials have recently held discussions w...

Recently, Tokyo Electron (hereinafter referred to as "TEL") announced plans to build a new production facility in Miyagi Prefecture, Japan. The facility will be managed by TEL's manufacturing subsidiary, TEL Miyagi, and will primarily produce semiconductor manufacturing equipment such as plasma etch...

According to a report from Commercial Times, despite the continued growth in semiconductor demand driven by the AI boom, capital expenditure in China's semiconductor industry has started to slow. Consequently, the Semiconductor Equipment Association of Japan (SEAJ) has revised its sales forecast for...

Following the disappointing 2025 forecast from Dutch chip making equipment giant ASML, Tokyo Electron also highlighted a potential slowdown in demand from China as well as the risk of stricter U.S. export restrictions. According to a report from Nikkei, the Japanese semiconductor equipment maker ...