Business description: Tokyo Electron Limited

Tokyo Electron Ltd is a Japan-based company mainly engaged in the manufacture and sale of industrial electronics products, primarily semiconductor production equipment and flat panel display (FPD) production equipment. The Semiconductor Manufacturing Equipment segment provides wafer-compatible batch-type thermal processing equipment, wafer-compatible semi-batch-type deposition equipment, wafer-compatible single wafer deposition equipment, wafer-compatible coater/developers, wafer-compatible plasma etch systems, and semiconductor test systems. The Company also provides logistics, facility management, and insurance services.

Number of employees: 19,573

Sales by Activity: Tokyo Electron Limited

Fiscal Period: March 2021 (JPY) 2022 (JPY) 2023 (JPY) 2024 (JPY) 2025 (JPY)

Semiconductor Production Equipment

1,31500Cr 1,94400Cr 2,15500Cr 1,83100Cr 2,43200Cr

Flat Panel Display (FPD) Manufacturing Equipment

8.38TCr 5.98TCr 5.37TCr - -

Others

2.21TCr 2.81TCr 3.42TCr - -

Unallocated Adjustments

-2.2TCr -2.8TCr -3.41TCr - -

Geographical breakdown of sales: Tokyo Electron Limited

Fiscal Period: March 2021 (JPY) 2022 (JPY) 2023 (JPY) 2024 (JPY) 2025 (JPY)

China

40TCr 57TCr 53TCr 81TCr 1,01500Cr

Taiwan

25TCr 36TCr 43TCr 21TCr 41TCr

Korea

29TCr 38TCr 36TCr 28TCr 41TCr

North America

15TCr 27TCr 34TCr - 24TCr

Japan

20TCr 23TCr 24TCr 18TCr 19TCr

Others

5.24TCr 8.85TCr 12TCr 5.48TCr 8.84TCr

Europe

6.35TCr 11TCr 18TCr 12TCr 7.55TCr

North America (Excl. United States)

- - - 3.7Cr -

United States of America

- - - 17TCr -

Executive Committee: Tokyo Electron Limited

Manager TitleAgeSince
Chief Executive Officer 62 01/01/2016
Director of Finance/CFO - -
Compliance Officer - -
Corporate Officer/Principal 65 01/06/2015
Corporate Officer/Principal - 01/04/2026

Composition of the Board of Directors: Tokyo Electron Limited

Director TitleAgeSince
Director/Board Member 62 01/06/2015
Director/Board Member 65 01/06/2015
Director/Board Member 69 01/06/2018
Director/Board Member 59 01/06/2021
Director/Board Member 62 01/06/2024
Director/Board Member 63 01/06/2024
Director/Board Member 66 17/06/2025
Chairman 68 17/06/2025

Shareholders: Tokyo Electron Limited

NameEquities%Valuation
Amova Asset Management Co., Ltd.
4.541 %
2,14,18,900 4.541 % 6 067 M ¥
BlackRock Fund Advisors
3.384 %
1,59,61,041 3.384 % 4 521 M ¥
3.281 %
1,54,74,275 3.281 % 4 383 M ¥
3.204 %
1,51,12,000 3.204 % 4 281 M ¥
Mitsubishi UFJ Asset Management Co., Ltd.
2.376 %
1,12,06,400 2.376 % 3 174 M ¥
NameEquities%Valuation
RhumbLine Advisers LP
0.001976 %
18,635 0.001976 % 3 M ¥
Madison Asset Management LLC
0.001376 %
12,984 0.001376 % 2 M ¥
GAMMA Investing LLC
0.000583 %
5,501 0.000583 % 779 140 ¥
SciVest Capital Management, Inc.
0.000572 %
5,400 0.000572 % 764 834 ¥
L&S Advisors, Inc.
0.000474 %
4,475 0.000474 % 633 821 ¥

Holdings: Tokyo Electron Limited

NameEquities%Valuation
1,54,74,275 3.28% 4 383 M $
22,99,000 4.66% 2 240 M $
1,05,98,100 33.82% 234 M $
27,26,200 13.78% 139 M $
9,74,569 0.59% 34 M $

Company details: Tokyo Electron Limited

Tokyo Electron Ltd.

Akasaka Biz Tower, 38F

107-6325, Tokyo

+81 3 5561 7000

https://www.tel.co.jp
address Tokyo Electron Limited(8035)

Other Semiconductor Equipment & Testing

Change 5d. change 1-year change 3-years change Capi.($)
+0.02%-3.42%+118.08%+173.82% 14TCr
-4.42%-0.97%+95.48%+114.76% 58TCr
-4.82%-3.17%+237.23%+395.93% 36TCr
-0.18%+6.01%+272.11%+418.48% 7.61TCr
-4.44%-10.76%+70.08%+42.18% 2.03TCr
-2.41%-8.17%+256.56%+208.82% 1.74TCr
+9.60%+4.34%+791.61%+1,225.96% 1.49TCr
-1.99%-4.53%+173.41%+177.46% 1.35TCr
-0.93%-1.58%+112.39%+244.48% 1.35TCr
-3.83%+14.83%+89.32%-26.01% 1.01TCr
Average -1.34%-1.43%+221.63%+297.59% 12.49TCr
Weighted average by Cap. -3.50%-1.91%+160.35%+234.50%
Trader
Investor
Global
Quality
ESG MSCI
AAA
Sell
Consensus
Buy
Mean consensus
BUY
Number of Analysts
22
Last Close Price
50,290.00JPY
Average target price
51,485.71JPY
Spread / Average Target
+2.38%

Quarterly revenue - Rate of surprise

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