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Tokyo Electron Ltd Unsp Adr (TOELY US)
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61
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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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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340 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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300 Views
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bullish
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Intel Corp
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16 Jun 2023 09:50
VLSI Japan : It’s Better on the Backside
If there was a single big story from VLSI this year, it had to be BSPDN. Intel announces its PowerVia technology, and scaling the backside is the...
Fabricated Knowledge
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488 Views
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bullish
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NVIDIA Corp
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26 May 2023 02:14
Nvidia Results Blow-Out: Multi-Year Growth Ahead; Wiwynn in Taiwan, Plus a Smallcap Wildcard AI Play
The company sees US$1 trillion of data center upgrades ahead. Our AI Leaders Basket constituents TSMC and ASML are rising as well.
Vincent Fernando, CFA
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631 Views
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bullish
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Tokyo Electron
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21 May 2023 20:34
Nikkei 225 Vs TOPIX Dynamics
Last week, Japan's indices hit new 33yr highs. "Japan is back" seems to be a new narrative, and that is creating new inflows. Some of that has...
Travis Lundy
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611 Views
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