COMPANY
Tokyo Electron
8035:JP
Primary coverage by Pierre Ferragu
Research
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Auto & industrial Cycle; WFE in 2026; Besi, Palo Alto. Tech Weekly Wrap-upFebruary 23, 2026 — Pierre Ferragu
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TEL 3FQ26: Weak 2FH26; 15-20% WFE growth in CY 2026, depending on cleanroom availability. Neutral, ¥41,000 Target PriceFebruary 9, 2026 — Pierre Ferragu
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Capex, re-platforming, AMD ramp, auto and industrial recovery. Tech weekly wrap-upFebruary 9, 2026 — Pierre Ferragu
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TEL 3FQ26 QT: Weak 2FH26; 15-20% WFE growth inCY 2026, depending on cleanroom availability.February 6, 2026 — Pierre Ferragu
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ASML 4Q25 QT: Strong order momentum, but 10% p.a. growth outlook doesn’t leave room for valuation upside.January 28, 2026 — Pierre Ferragu
Events
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Jan
26TechnologyJanuary 26, 2026 — VirtualHosted by Pierre FerraguWatch Replay -
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
