COMPANY
Tokyo Electron
8035:JP
Primary coverage by Pierre Ferragu
Research
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Bible 2Q24 – Semicap: Recovering growth offset by China normalizing.August 23, 2024 — Pierre Ferragu
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Nvidia upgrade, SiC to reaccelerate, and more. The Tech Weekly Wrap-upAugust 12, 2024 — Pierre Ferragu
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Tokyo Electron 1FQ25: Strength in Logic; DRAM driving guide-up; expectations for 2025 are full. Neutral, ¥29,500.August 9, 2024 — Pierre Ferragu
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Tokyo Electron 1FQ25: Strength in Logic; DRAM driving guide-up; expectations for 2025 are full.August 8, 2024 — Pierre Ferragu
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Semicap Equipment: New export restrictions looming?July 17, 2024 — Pierre Ferragu
Events
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Mar
15TechnologyMarch 15, 2024Hosted by Pierre FerraguWatch Replay -
Jan
16TechnologyJanuary 16, 2024Hosted by Rolf BulkWatch Replay -
Dec
19TechnologyDecember 19, 2023Hosted by Pierre FerraguWatch Replay
