Company Tokyo Electron Ltd.

Equities

8035

JP3571400005

Semiconductor Equipment & Testing

Analysts' Consensus

Business Summary

Sales per Business

Sales per region

Managers

Members of the board

Share class

Shareholders

Holdings

Company contact information

Sector

Sales per Business

Sales per region

Ratings for Tokyo Electron Ltd.

EPS Revisions

Quarterly earnings - Rate of surprise

Sector Other Semiconductor Equipment & Testing

Market Closed - Japan Exchange Other stock markets 01:00:00 2023-11-29 am EST			5-day change	1st Jan Change
23,955.00 ^JPY	+0.27%		+0.04%	+84.84%

07:56am	Japan's Nikkei ends lower as investors lock in profits from recent rally	RE
04:13am	Japan's Nikkei erases early losses as heavyweight stocks gain	RE

Tokyo Electron Ltd specializes in the design, manufacturing and marketing of production of semiconductors and flat screens equipments. Net sales break down by family of products as follows:

- production of semiconductors equipments (94%);

- production of flat screens equipments (6%). The group is also providing manufacturing of photovoltaic panels equipments.

Net sales break down geographically as follows: Japan (14.1%), China (28.5%), South Korea (20.4%), Taiwan (17.9%), North America (10.9%), Europe (4.5%) and other (3.7%).

Number of employees : 17,204

JPY in Million	2022	Weight	2023	Weight	Delta
Semiconductor Manufacturing Equipment 97.6 %	1,943,843	97.0 %	2,155,206	97.6 %	+10.87%
Flat Panel Display Manufacturing Equipment 2.4 %	59,830	3.0 %	53,674	2.4 %	-10.29%
Others 0.0 %	131	0.0 %	144	0.0 %	+9.92%

JPY in Million	2022	Weight	2023	Weight	Delta
China 23.9 %	566,219	28.3 %	527,438	23.9 %	-6.85%
Taiwan 19.6 %	361,569	18.0 %	432,653	19.6 %	+19.66%
South Korea 16.2 %	381,175	19.0 %	358,700	16.2 %	-5.90%
United States 15.6 %	267,999	13.4 %	344,310	15.6 %	+28.47%
Japan 10.9 %	230,368	11.5 %	239,937	10.9 %	+4.15%
Europe 8.3 %	107,954	5.4 %	184,261	8.3 %	+70.68%
Others 5.5 %	88,453	4.4 %	121,688	5.5 %	+37.57%
North America 0.0 %	66	0.0 %	36	0.0 %	-45.45%

Managers	Title	Age	Since
Toshiki Kawai CEO	Chief Executive Officer	60	1986
Yoshikazu Fukawa CHM	Chairman	64	1982
Sadao Sasaki BRD	Director/Board Member	63	1985
Ken Sasagawa IRC	Investor Relations Contact	-	-
Kazushi Tahara AUD	Comptroller/Controller/Auditor	65	2018
Takeo Sasaki LAW	General Counsel	-	-
Shingo Tada PRN	Corporate Officer/Principal	-	-
Tatsuya Nagakubo PRN	Corporate Officer/Principal	60	1986
Yoshinobu Mitano PRN	Corporate Officer/Principal	62	1985
Gishi Chung PRN	Corporate Officer/Principal	68	1998

Members of the board	Title	Age	Since
Charles Lake BRD	Director/Board Member	61	2016
Michio Sasaki BRD	Director/Board Member	66	2018
Tetsuro Hori PRN	Corporate Officer/Principal	62	1985
Seisu Ikeda SAM	Sales & Marketing	-	1985
Toshiki Kawai CEO	Chief Executive Officer	60	1986
Tatsuya Nagakubo PRN	Corporate Officer/Principal	60	1986
Sachiko Ichikawa BRD	Director/Board Member	56	-
Sadao Sasaki BRD	Director/Board Member	63	1985
Yoshikazu Fukawa CHM	Chairman	64	1982
Makiko Eda BRD	Director/Board Member	58	2019

	Vote	Quantity	Free-Float	Company-owned shares	Total Float
Stock A	0	471,632,733	450,570,471 ( 95.53 %)	8,808,694 ( 1.868 %)	95.53 %

Name	Equities	%	Valuation
Nomura Asset Management Co., Ltd. 8.814 %	41,569,600	8.814 %	5 422 M ¥
Daiwa Asset Management Co. Ltd. 4.239 %	19,990,800	4.239 %	2 608 M ¥
TBS HOLDINGS,INC. 3.457 %	16,305,000	3.457 %	2 127 M ¥
The Vanguard Group, Inc. 3.220 %	15,187,992	3.220 %	1 981 M ¥
Capital Research & Management Co. (World Investors) 1.848 %	8,715,777	1.848 %	1 137 M ¥
TOKYO ELECTRON LTD. 1.573 %	7,418,415	1.573 %	968 M ¥
Capital International Ltd. 1.521 %	7,174,700	1.521 %	936 M ¥
Norges Bank Investment Management 1.492 %	7,037,085	1.492 %	918 M ¥
Fidelity Management & Research Co. LLC 0.9142 %	4,311,699	0.9142 %	562 M ¥
Asset Management One Co., Ltd. 0.8287 %	3,908,300	0.8287 %	510 M ¥

Name	Equities	%	Valuation
T. Rowe Price Associates, Inc. (Investment Management) 0.1298 %	1,224,708	0.1298 %	80 M ¥
JPMorgan Asset Management (UK) Ltd. 0.0840 %	792,734	0.0840 %	52 M ¥
Lazard Asset Management LLC 0.0805 %	758,928	0.0805 %	49 M ¥
Todd Asset Management LLC 0.0516 %	486,468	0.0516 %	32 M ¥
Goldman Sachs Asset Management LP 0.0458 %	432,119	0.0458 %	28 M ¥
The Renaissance Group LLC 0.0105 %	99,342	0.0105 %	6 M ¥
SAM Asset Management SA de CV SOFI 0.009321 %	87,922	0.009321 %	6 M ¥
UBS Switzerland AG (Investment Management) 0.003744 %	35,319	0.003744 %	2 M ¥
Dorsey, Wright & Associates LLC 0.003048 %	28,750	0.003048 %	2 M ¥
Eagle Global Advisors LLC 0.002672 %	25,200	0.002672 %	2 M ¥

Name	Equities	%	Valuation
TOKYO ELECTRON DEVICE LIMITED 33.82%	10,598,100	33.82%	267,672,926 $
HANA MATERIALS INC. 13.80%	2,726,200	13.80%	95,579,999 $
ASM INTERNATIONAL N.V. 5.46%	2,699,000	5.46%	1,108,329,506 $
TOKYO ELECTRON LTD. 1.57%	7,418,415	1.57%	967,683,275 $
TBS HOLDINGS,INC. 0.92%	1,574,569	0.92%	25,451,774 $

Tokyo Electron Ltd.

Akasaka Biz Tower 5-3-1 Akasaka

107-6325, Tokyo

+81 3 5561 7000

http://www.tel.co.jp

Trading Rating :

Investor Rating :

ESG Refinitiv :

B+

More Ratings

Sell

Buy

Mean consensus

OUTPERFORM

Number of Analysts

Last Close Price

23,890.00JPY

Average target price

23,511.65JPY

Spread / Average Target

-1.58%

Consensus

Estimates Revisions

Company calendar

Technology

Technology Equipment

Semiconductors & Semiconductor Equipment

Semiconductor Equipment & Testing

Other Semiconductor Equipment & Testing

	1st Jan change	Capi. (M$)
TOKYO ELECTRON LTD.	+84.84%	74 906 M $
ASML HOLDING N.V.	+23.82%	269 B $
LAM RESEARCH CORPORATION	+69.02%	93 624 M $
ASE TECHNOLOGY HOLDING CO., LTD.	+33.65%	17 237 M $
ENTEGRIS, INC.	+58.03%	15 564 M $
ZHEJIANG JINGSHENG MECHANICAL & ELECTRICAL CO., LTD.	-34.46%	7 617 M $
AMKOR TECHNOLOGY, INC.	+15.72%	6 820 M $
ONTO INNOVATION INC.	+100.00%	6 684 M $
SCREEN HOLDINGS CO., LTD.	+152.72%	6 747 M $
AXCELIS TECHNOLOGIES, INC.	+58.47%	4 118 M $

Other Semiconductor Equipment & Testing