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 02:00:00 2024-04-25 am EDT			5-day change	1st Jan Change
33,600 ^JPY	-3.48%		-8.55%	+33.04%

08:29am	Japanese Shares Lead Asia Sell-Off as Tech Stocks Weigh; CUC Sumps 19% Despite Upbeat Earnings	MT
05:00am	Tech shares drag Japan's Nikkei lower	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	86-03-31
Yoshikazu Fukawa CHM	Chairman	64	82-03-31
Sadao Sasaki BRD	Director/Board Member	63	85-03-31
Kazushi Tahara AUD	Comptroller/Controller/Auditor	66	13-03-31
Yutaka Nanasawa PRN	Corporate Officer/Principal	-	85-03-31

Members of the board	Title	Age	Since
Michio Sasaki BRD	Director/Board Member	67	18-05-31
Toshiki Kawai CEO	Chief Executive Officer	60	86-03-31
Sachiko Ichikawa BRD	Director/Board Member	57	21-05-31
Sadao Sasaki BRD	Director/Board Member	63	85-03-31
Yoshikazu Fukawa CHM	Chairman	64	82-03-31
Makiko Eda BRD	Director/Board Member	58	19-05-31

	Vote	Quantity	Free-Float	Company-owned shares	Total Float
Stock A	0	471,632,733	446,597,626 ( 94.69 %)	8,728,221 ( 1.851 %)	94.69 %

Name	Equities	%	Valuation
Nikko Asset Management Co., Ltd. 4.522 %	21,329,300	4.522 %	5 577 M ¥
TBS HOLDINGS,INC. 3.457 %	16,306,000	3.457 %	4 263 M ¥
BlackRock Fund Advisors 3.146 %	14,837,135	3.146 %	3 879 M ¥
BlackRock Japan Co. Ltd. 2.547 %	12,013,800	2.547 %	3 141 M ¥
Mitsubishi UFJ Asset Management Co., Ltd. 2.417 %	11,399,100	2.417 %	2 980 M ¥
TOKYO ELECTRON LTD. 1.557 %	7,341,635	1.557 %	1 920 M ¥
Taisei Corp. Pension Fund 0.5725 %	2,700,000	0.5725 %	706 M ¥
BlackRock Investment Management (UK) Ltd. 0.3826 %	1,804,512	0.3826 %	472 M ¥
FIL Investments (Japan) Ltd. 0.3252 %	1,533,876	0.3252 %	401 M ¥
Sumitomo Mitsui Trust Asset Management Co., Ltd. 0.3212 %	1,515,100	0.3212 %	396 M ¥

Name	Equities	%	Valuation
PIMCO Europe Ltd. 0.0875 %	825,446	0.0875 %	107 M ¥
Todd Asset Management LLC 0.0458 %	432,433	0.0458 %	56 M ¥
The Renaissance Group LLC 0.0102 %	96,489	0.0102 %	13 M ¥
SILVERCREST ASSET MANAGEMENT GROUP INC. 0.009205 %	86,832	0.009205 %	11 M ¥
SAM Asset Management SA de CV SOFI 0.007463 %	70,392	0.007463 %	9 M ¥
Dorsey, Wright & Associates LLC 0.002824 %	26,637	0.002824 %	3 M ¥
Morse Asset Management, Inc. 0.001808 %	17,050	0.001808 %	2 M ¥
RhumbLine Advisers LP 0.001315 %	12,406	0.001315 %	2 M ¥
AdvisorShares Investments LLC 0.000694 %	6,544	0.000694 %	848 783 ¥
Mercer Global Investments Europe Ltd. 0.000580 %	5,475	0.000580 %	710 129 ¥

Name	Equities	%	Valuation
TOKYO ELECTRON LTD. 1.56%	7,341,635	1.56%	1,919,511,657 $
ASM INTERNATIONAL N.V. 5.46%	2,699,000	5.46%	1,649,553,336 $
TOKYO ELECTRON DEVICE LIMITED 33.82%	10,598,100	33.82%	482,479,774 $
HANA MATERIALS INC. 13.80%	2,726,200	13.80%	111,174,272 $
TBS HOLDINGS,INC. 0.82%	1,374,569	0.82%	39,589,979 $
TSUKUBASEIKO CO.,LTD. 6.70%	255,000	6.70%	2,106,116 $

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

BUY

Number of Analysts

Last Close Price

34,810 JPY

Average target price

38,743 JPY

Spread / Average Target

+11.30%

Consensus

Estimates Revisions

Company calendar

Technology

Technology Equipment

Semiconductors & Semiconductor Equipment

Semiconductor Equipment & Testing

Other Semiconductor Equipment & Testing

	1st Jan change	Capi.
TOKYO ELECTRON LTD.	+33.04%	104B
ASML HOLDING N.V.	+20.01%	351B
LAM RESEARCH CORPORATION	+12.98%	116B
ASE TECHNOLOGY HOLDING CO., LTD.	+9.63%	19.54B
ENTEGRIS, INC.	+6.69%	19.27B
SCREEN HOLDINGS CO., LTD.	+36.04%	10.33B
ONTO INNOVATION INC.	+15.60%	8.7B
AMKOR TECHNOLOGY, INC.	-10.25%	7.35B
ASMPT LIMITED	+28.12%	5.41B
ZHEJIANG JINGSHENG MECHANICAL & ELECTRICAL CO., LTD.	-32.03%	5.41B

Other Semiconductor Equipment & Testing