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Tokyo Electron Ltd Unsp Adr (TOELY US)
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59
Analysis
Information Technology
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Japan
Tokyo Electron Limited manufactures and sells industrial electronics products, such as semiconductor manufacturing machines, computer system, and electronic components. The Company products are sold in US, Taiwan, and others as well as in Japan.
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bearish
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Cross Asset Strategy
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23 Jul 2024 07:28
Trump Trades and the JAPAN Market Are Like Oil and Vinegar
Trump's trade policies run counter to many themes that have propelled Japan's markets. A weaker dollar/stronger JPY will pressure trading and auto...
David Mudd
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147 Views
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bearish
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Thematic (Sector/Industry)
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22 Jul 2024 08:09
Semiconductor Equipment Stocks: A Bounce Before the Reckoning
Reports of tighter US sanctions and Trump's comments about Taiwan have broken the momentum of SPE stocks. A bounce seems likely, but a scenario of...
Scott Foster
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202 Views
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bearish
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Tokyo Electron
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15 Aug 2023 10:57
Tokyo Electron (8035 JP): Saved from Disaster by China
Operating profit was down 30% YoY in 1Q as strong growth in China failed to offset weakness elsewhere. Over-optimistic full-year guidance leaves...
Scott Foster
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318 Views
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bullish
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Taiwan Semiconductor (TSMC)
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18 Apr 2024 17:28
What Is TSMC Telling Us About Semi Supply Chain Stories at Its Investor Conference?
What Is TSMC Telling Us About Semi Supply Chain Stories at Its Investor Conference? TSMC revises down 2024 global semi y/y sales from over 10% to...
Andrew Lu
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1.6k Views
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bearish
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Lam Research
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17 Jul 2023 09:52
Semicon West: Big Shifts in the NAND Market
Semicon West is “back”! Participation this year was up 65% compared to 2022, and I believe it’s an all-time high for visitors! Over 25,000...
Fabricated Knowledge
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268 Views
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