Actualités

Tokyo Electron (TSE:8035) is back in focus after reporting full year earnings to March 31, 2026, with sales of ¥2,443,533 million and net income of ¥574,454 million, supported by demand for AI server related equipment. See our latest analysis for Tokyo Electron. The latest earnings release and AI focused outlook have gone hand in hand with a sharp re rating, with a 30 day share price return of 23.5% and a 1 year total shareholder return of 128.83%. This suggests strong momentum rather than a...

KLA (KLAC) is not like other semiconductor equipment companies, and that difference is becoming more important as AI drives a shift in how chips are manufactured. Specifically, KLAC primarily designs and sells “metrology and inspection” equipment. These are very different from the “processing” equipment from companies including Applied Materials (AMAT), Lam Research (LRCX), or Tokyo ... KLA Is Gaining Share as AI Chip Complexity Drives Up Yield Costs

Global WFE Market Share and Competitive Positioning Chinese semiconductor equipment vendors continue to gain share within the global WFE market, although the absolute level remains modest. Global leaders such as Applied Materials (AMAT), Lam Research (LRCX), KLA (KLAC), ASML (ASML), Tokyo Electron (TOELY), and Screen still dominate the market, particularly in leading-edge logic and memory. ... China’s Semiconductor Equipment Companies Gain Share Despite U.S. Sanctions

Tim Baker, a macro strategist at Deutsche Bank, said he is not convinced the pair "will keep falling or even stay here for long," he argued.

U. S. equity futures ticked higher following record closes on Wall Street, as investors weighed upbeat corporate earnings signals against mounting geopolitical risks and currency volatility.

Investing.com-- Tokyo Electron Ltd. (TYO:8035) shares rose sharply on Friday after the Japanese chipmaking equipment maker forecast above-consensus earnings for the first half of the fiscal year, thanks to outsized AI-fueled demand.

A Taiwanese court on Monday sentenced a former Taiwan Semiconductor Manufacturing employee to 10 years in prison over the theft of trade secrets.

A court in Taiwan sentenced a former employee of Japanese computer chip equipment maker Tokyo Electron to 10 years in prison on Monday in a landmark case over trade secrets of the island’s leading chipmaker TSMC. Tokyo Electron was also fined 150 million new Taiwan dollars ($4.8 million) and four other people were sentenced to up to six years in jail. The heavy sentencing under Taiwan’s national security act and other statutes underscores Taiwan's efforts to protect the self-ruled island’s advanced technology and semiconductor sector, which are vital for its export-oriented economy as artificial intelligence booms.

Earnings per share for the fiscal third quarter were $1.47, besting Wall Street’s consensus estimate of $1.36, and up from $1.04 last year.

AMAT stock is riding the AI chip boom, and the Terafab project could mean upside if it actually turns into orders.

Tokyo Electron: recent performance snapshot Tokyo Electron (TSE:8035) has been on many watchlists after a strong 1 year total return of 130%, alongside revenue of ¥2,387,117m and net income of ¥503,130m from its semiconductor equipment business. See our latest analysis for Tokyo Electron. The share price at ¥44,010 has seen a 12% 1 month share price return and 19% year to date share price return, while the 1 year total shareholder return of 130% points to strong recent momentum despite short...

🔎 Taiwan Semiconductor Manufacturing (TW:2330, (TSM): The world’s largest contract chip maker beat profit expectations and raised its revenue outlook for the year, in a sign of strong demand for AI chips despite uncertainties from the war.