COMPANY
Tokyo Electron
8035:JP
Primary coverage by Pierre Ferragu
Research
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Tariffs: Smartphones, PC, semicap equipment, and others excluded - Our takeApril 14, 2025 — Pierre Ferragu
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The Tech Infrastructure Quarterly Bible 4Q24March 24, 2025 — Pierre Ferragu
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Bible 4Q24 – Memory: AI HBM accelerating, cycle elsewhere close to a bottomMarch 17, 2025 — Pierre Ferragu
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Bible 4Q24 – Semicap: everyone aims to gain share in a muted WFE market. We are cautious.March 13, 2025 — Pierre Ferragu
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NVDA's chaotic supply chain: feedback from 2 weeks in Taiwan, Korea & JapanMarch 11, 2025 — Peter Vogel, Pierre Ferragu and Rolf Bulk
Events
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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
