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 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 (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.
| Passenger Airlines Industry | Industrials Sector | Mr. Grzegorz Wojciech Polaniecki CEO | OTC PINK Exchange | JP3571400005 ISIN |
| Poland Country | 737 Employees | 31 Mar 2026 Last Dividend | 30 Mar 2023 Last Split | - IPO Date |
Tokyo Electron Limited is a pivotal player in the development, manufacturing, and sale of semiconductor and flat panel display (FPD) production equipment. With a footprint that spans Japan, Europe, North America, Taiwan, China, South Korea, Southeast Asia, and other international markets, the company positions itself as a global leader. Integrated within its operations are various subsidiaries that contribute to its expansive product portfolio and technical innovations. Tokyo Electron Limited, since its inception in 1951, and with its headquarters in Tokyo, Japan, has cultivated a reputation for excellence in the semiconductor and FPD production equipment arena.