Tokyo Electron Ltd. (TOELF)
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Taiwan charges Tokyo Electron unit in TSMC trade secrets case
Taiwan prosecutors said on Tuesday they had charged Tokyo Electron's Taiwan unit with violating the National Security Act and the Trade Secrets Act after a former employee was indicted for stealing trade secrets from chipmaker TSMC.
Tokyo Electron: Weak Short-Term Trends Mask Medium-Term Opportunities
Tokyo Electron faces short-term order weakness, but management remains optimistic about a cyclical bottom and mid-term growth driven by new chip releases. The company maintains a strong competitive edge, outgrowing the market and expecting further share gains, especially in memory and AI-related segments. Valuation is attractive post-drop, with a 30% upside potential to $100/share, offering a margin of safety for patient investors.
Tokyo Electron Limited (TOELF) Q3 2025 Earnings Call Transcript
Tokyo Electron Limited (OTCPK:TOELF) Q3 2025 Earnings Conference Call February 6, 2025 1:30 AM ET Company Participants Koichi Yatsuda – Global Head-Investor Relations Toshiki Kawai – President and Chief Executive Officer Hiroshi Kawamoto – Senior Vice President and General Manager, Division Officer-Finance Division Conference Call Participants Yu Yoshida – CLSA Securities Shuhei Nakamura – Goldman Sachs Tetsuya Wadaki – Morgan Stanley MUFG Research Japan Mikio Hirakawa – BofA Takashi Shimamoto – Okasan Securities Atsushi Yoshioka – Nomura Securities Shoichiro Kamisaki – Tokai Tokyo Intelligence Laboratory Yoshitsugu Yamamoto – Mizuho Securities Paul Schwerda – Baillie Gifford Kenji Yasui – UBS Securities Damian Thong – Macquarie Capital Takeru Hanaya – SMBC Nikko Securities Koichi Yatsuda It's time for us to start Tokyo Electron Financial Announcement for the Third Quarter of Fiscal Year Ending March 2025. Thank you very much for joining us today despite your busy schedule.
Tokyo Electron: Ready For A Cyclical Rebound
Tokyo Electron disposes of a wide range of semiconductor equipment, serving as a one-stop shop for its customers. The stock is discounted compared to its peers, while it has a solid market share in its segments. However, this seems underserved, as it is positioned for a sharp rebound. My DCF valuation indicates upside potential; I rate the stock as a BUY.
Tokyo Electron hikes FY profit forecast by 8.5%
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.
