COMPANY
Tokyo Electron
8035:JP
Primary coverage by Pierre Ferragu
Research
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Auto/Industrial recovery; Enterprise IT slowdown; Chinese semicap; Robotaxi; Arm, AMD, Arista.May 12, 2025 — Pierre Ferragu
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Tariffs & Memory: the baseline & what’s next.May 8, 2025 — Pierre Ferragu
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AI re-platforming, tariff pull-ins, autos, weak iPhone cycle, HBM, and more. Our weekly wrap-up.May 5, 2025 — Pierre Ferragu
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Tokyo Electron 4FQ25: back-end weighted FY26guide at risk. We are cautious. Neutral, ¥22,975.May 1, 2025 — Pierre Ferragu and Rolf Bulk
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TEL 4FQ25 QT: back-end weighted FY26 guide at risk. We are cautious.April 30, 2025 — Pierre Ferragu and Rolf Bulk
Events
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Nov
13TechnologyNovember 13, 2024Hosted by Pierre FerraguWatch Replay -
Mar
15TechnologyMarch 15, 2024Hosted by Pierre FerraguWatch Replay -
Jan
16TechnologyJanuary 16, 2024Hosted by Rolf BulkWatch Replay -
Dec
19TechnologyDecember 19, 2023Hosted by Pierre FerraguWatch Replay
