Tokyo Electron Ltd

8035: XTKS (JPN)

Morningstar Rating for Stocks	Fair Value	Economic Moat	Capital Allocation
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Tokyo Electron Earnings: AI Investment in Cutting-Edge Technology Drives Growth; Fair Value up 28%

Kazunori Ito

Feb 9, 2026

Tokyo Electron's sales for the December quarter were down 16% year over year. The company attributed this decline to a shipment timing issue. The company also expects the wafer fab equipment market to grow by at least 15% in the 2026 calendar year.

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Tokyo Electron Ltd

Tokyo Electron Earnings: AI Investment in Cutting-Edge Technology Drives Growth; Fair Value up 28%

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