COMPANY
Tokyo Electron
8035:JP
Primary coverage by Pierre Ferragu
Research
-
The Tech Infrastructure Quarterly Bible 1Q26June 18, 2026 — Pierre Ferragu
-
Bible 1Q26 - Semicap: growth outlook strengthens, but remains fragileJune 16, 2026 — Pierre Ferragu
-
CPU cage fight, memory shortage, WFE outlook, and more. Tech Weekly Wrap-upMay 11, 2026 — Pierre Ferragu
-
2027 AI capex; Replatforming; WFE outlook; Memory supply tightening? Cloud growth, and more. Tech weekly wrap-upMay 4, 2026 — Pierre Ferragu
-
TEL 4FQ26: WFE outlook in line with our expectations and reflected in valuation. Neutral, ¥48,000May 1, 2026 — Pierre Ferragu
Events
-
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
