COMPANY
Tokyo Electron
8035:JP
Primary coverage by Pierre Ferragu
Research
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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
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Tokyo Electron’s 2025 CMD: What did we learn?March 4, 2025 — Pierre Ferragu
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LAM Research 2025 CMD - what did we learn?February 20, 2025 — Pierre Ferragu
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AI Capex up, Semicap down, Auto cycle turning, and more. Our weekly wrap-up.February 10, 2025 — Pierre Ferragu
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TEL 3FQ25: 2025 WFE spending revised down, in line with our view. Neutral, ¥24,300February 6, 2025 — Pierre Ferragu
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
