Tokyo Electron Ltd

Earnings data Q4 2021

Earnings data Q1 2022

Earnings data Q2 2022

Earnings data Q3 2022

Earnings data Q4 2022

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Tokyo Electron Ltd. engages in the development, manufacture, and sale of semiconductor production equipment and industrial electronics products for flat panel display manufacturing equipment. It operates through the Semiconductor Production Equipment (SPE) segment. SPE handles the development, manufacture, service, and distribution of coaters/developers, plasma etch systems, thermal processing systems, single wafer deposition systems, cleaning systems, wafer probers, and other semiconductor production equipment. The company was founded on November 11, 1963 and is headquartered in Tokyo, Japan.

Tokyo Electron Limited (OTCPK:TOELY) Q2 2025 Earnings Conference Call November 12, 2024 2:30 AM ET Company Participants Koichi Yatsuda - Investor Relations Department Toshiki Kawai - Representative Director, President & Chief Executive Officer Hiroshi Kawamoto - Senior Vice President & General Manager, Finance Division Conference Call Participants Atsushi Yoshioka - Nomura Securities Yu Yoshida - CLSA Securities Shuhei Nakamura - Goldman Sachs Japan Kenji Yasui - UBS Securities Tetsuya Wadaki - Morgan Stanley MUFG Research Japan Mikio Hirakawa - BofA Securities Damian Thong - Macquarie Capital Securities Takashi Shimamoto - Okasan Securities Yoshitsugu Yamamoto - Mizuho Securities Takeru Hanaya - SMBC Nikko Securities Masahiro Shibano - Citigroup Global Markets Koichi Yatsuda It's time for us to start to appear as a Financial Announcement for the Second Quarter of Fiscal Year Ending March 2025. Thank you very much for joining us today.

Tokyo Electron Limited (TOELY) Q2 2025 Earnings Call Transcript

Tokyo Electron on Tuesday hiked its operating profit forecast for the year ending March 2025 by 8.5% to 680 billion yen ($4.42 billion) amid chip industry investment supported by the growth of artificial intelligence.

Tokyo Electron hikes FY profit forecast by 8.5%

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Applied Materials, Lam Research, and Tokyo Electron are the three generalists in the Wafer Fab Equipment sector. With wide moats, fueled by scale, switching costs, and customer relationships, they wield high dominance over their markets and are indispensable to their customer base. Due to a very low valuation relative to its peers or the market, as well as on an absolute basis, I rate Tokyo Electron a "Strong buy".

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Tokyo Electron's FY2024 performance saw a 19% revenue decline, with significant drops in Logic and NAND segments, losing market share due to competitive pressures in Etch and Deposition. Despite challenges, Tokyo Electron's DRAM revenue surged by 53.5%, driven by active Chinese investments, indicating resilience and potential growth in the memory market. The company's geographic advantage in China, amid US-China trade tensions, could bolster its market position, leveraging less stringent export controls compared to US competitors.

Tokyo Electron: Revenue Growth Recovery Underway

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DNBBY, INDB and TOELY made it to the Zacks Rank #1 (Strong Buy) income stocks list on September 6, 2024.

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Semiconductor stocks experienced a significant surge following a report from Reuters indicating that the Biden administration plans to exempt key chip equipment makers in Japan, the Netherlands, and South Korea from impending export restrictions.  The news led to substantial gains for major players in the industry, with ASML Holding NV and Tokyo Electron Ltd.

ASML, Tokyo Electron jump on report US will exempt allies from China chip restrictions

Tokyo Electron and ASML shares surged on Wednesday following a report the U.S. is set to make the two technology giants exempt from new rules aimed at restricting China's access to high-tech chip making equipment.

ASML and Tokyo Electron shares surge on reported exemption from U.S. rules

Tokyo Electron showed it is on its way to a recovery in 2024 following two years of underperforming peers. TEL held a dominant share of Dielectric Etch, a 90% share of resist coating systems, and is the #3 company in the global semiconductor industry. Tokyo Electron demonstrated significant QoQ growth in Q1 2024 and is expected to see double-digit growth in the wafer fabrication equipment market in 2025.

Tokyo Electron: Q1 2024 Recovery After 2 Years Of Underperformance

Tokyo Electron Limited (OTCPK:TOELY) Q4 2024 Earnings Conference Call May 10, 2024 2:30 AM ET Company Participants Koichi Yatsuda - Investor Relations Department Toshiki Kawai - Representative Director, President and CEO Hiroshi Kawamoto - Senior Vice President and General Manager, Finance Unit Conference Call Participants Yu Yoshida - CLSA Securities Japan Shuhei Nakamura - Goldman Sachs Japan Takashi Shimamoto - Okasan Securities Kenji Yasui - UBS Securities Atsushi Yoshioka - Nomura Securities Mikio Hirakawa - BofA Securities Varun Rajwanshi - Lazard Asset Management Takeru Hanaya - SMBC Nikko Securities Koichi Yatsuda Now it's time for us to start Tokyo Electron Financial Announcement for the Fiscal Year Ended in March 2024. Thank you very much for joining us today despite your busy schedule.

Tokyo Electron Limited (TOELY) Q4 2024 Earnings Call Transcript

Does Tokyo Electron Ltd. (TOELY) have what it takes to be a top stock pick for momentum investors?

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Tokyo Electron Ltd. (TOELY) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #1 (Strong Buy).

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Tokyo Electron Ltd. (TOELY) is a Great Momentum Stock: Should You Buy?

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The global COVID-19 pandemic has led to a shift towards reshoring in the semiconductor industry as supply chains are disrupted and geopolitical tensions rise. Reshoring efforts are leading to increased capex spending by semiconductor companies, benefiting equipment suppliers. Japan is heavily investing in semiconductor manufacturing, with companies like Tokyo Electron, Disco Corporation, and Advantest set to benefit from the reshoring trend.

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Tokyo Electron benefits from the surge in demand for computing power, similar to selling shovels in a gold rush. The company's revenue drivers depend on the Capex of semiconductor companies, which is expected to increase due to AI, automotive, and IoT trends. Tokyo Electron is positioned for a significant rebound in the WFE market, expected to begin as early as 2024.

Tokyo Electron: Attractive Prospect In Anticipated WFE Market Rebound

AUSTIN, TX / ACCESSWIRE / November 6, 2023 / Tokyo Electron (TEL), a leading capital equipment manufacturer of cutting-edge semiconductor production equipment and technical service provider, hosted a cross-section of thought leaders from industry, educational institutions, the veteran community, government, and organizations throughout Central Texas for an in-person session on Friday, November 3rd to discuss the creation of training opportunities for veterans to be prepared for careers in the semiconductor industry. The event took place at the Make It Center at Austin Community College District (ACC), a nationally recognized college serving Central Texas as the primary gateway to higher education and technical training opportunities.

Tokyo Electron Hosts Event to Discuss Veteran Hiring and the Central Texas Semiconductor Industry

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Though manufacturing activity has moved geographically from the West to the East in recent history, the sector continues to play a vital role in the global economy, providing goods and services that meet the desires of consumers and businesses. However, manufacturing has also seen changes such as technological innovations and renewed geopolitical rivalries.

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Tokyo Electron's revenue is influenced by the size of the wafer fabrication equipment market, which is expected to recover in the next two years. The company continues to invest aggressively in R&D, has a strong balance sheet, and its financial results are expected to start recovering soon. While we continue to like the company's long-term growth prospects, we see shares trading close to fair value and are therefore downgrading our rating to 'Hold'.

Tokyo Electron: Growth Should Recover, But Shares Are Now Reasonably Valued (Downgrade)

Tokyo Electron Limited (OTCPK:TOELF) Q1 2024 Earnings Conference Call August 10, 2023 3:00 AM ET Company Participants Koichi Yatsuda – Vice President-Investor Relations Toshiki Kawai – President and Chief Executive Officer Hiroshi Kawamoto – Vice President and General Manager-Finance Unit Conference Call Participants Yu Yoshida – CLSA Securities Japan Shuhei Nakamura – Goldman Sachs Japan Takashi Shimamoto – Okasan Securities Kenji Yasui – UBS Securities Masahiko Ishino – Tokai Tokyo Research Center Yoshitsugu Yamamoto – Mizuho Securities Mikio Hirakawa – BofA Securities Atsushi Yoshioka – Nomura Securities Masahiro Nakanomyo – Jefferies Japan Limited Takeru Hanaya – SMBC Nikko Securities Toru Sugiura – Daiwa Securities DongJin Han – Point72 Koichi Yatsuda Now it's time for us to start Tokyo Electron Financial announcement of the First Quarter of the Fiscal Year Ending on March 31st, 2024. Thank you very much for joining us today despite a very busy schedule.

Tokyo Electron Limited (TOELF) Q1 2024 Earnings Call Transcript

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Tokyo Electron Limited (OTCPK:TOELF) Q4 2023 Earnings Conference Call May 11, 2023 3:00 AM ET Company Participants Koichi Yatsuda - Vice President of Investor Relations Hiroshi Kawamoto - Vice President & General Manager, Finance Unit Toshiki Kawai - Representative Director, President & Chief Executive Officer Conference Call Participants Masahiro Shibano - Citigroup Global Markets Japan Mikio Hirakawa - BofA Securities Japan Shuhei Nakamura - Goldman Sachs Masahiko Ishino - Tokai Tokyo Research Institute Tsutomu Yamamoto - Mizuho Securities Yu Yoshida - CLSA Securities Tetsuya Wadaki - Mitsubishi UFJ Morgan Stanley Securities Kazuo Yoshikawa - Morgan Stanley MUFG Research, Japan Kenji Yasui - UBS Securities Koichi Yatsuda Now it's time for us to start Tokyo Electron financial announcement for the fiscal year ended on March 31, 2023. Thank you very much for joining us today despite your busy schedule.

Tokyo Electron Limited (TOELF) Q4 2023 Earnings Call Transcript

Tokyo Electron Ltd , Japan's leading maker of semiconductor manufacturing tools, on Thursday forecast its profit to dip by more than a third from a record high as its customers slowed investment in new plant.

Tokyo Electron expects profit dip as chipmakers slow investment

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Tokyo Electron is an underfollowed giant in the semiconductor industry, and it pays a healthy dividend. The company is going to get hit by an industry slump this year, but remains on solid footing.

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