COMPANY
Tokyo Electron
8035:JP
Primary coverage by Pierre Ferragu
Research
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China AI capex, Semicap in 2025, Auto & Smartphone cycles, and more. Tech weekly wrap-upNovember 18, 2024 — Pierre Ferragu
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Tokyo Electron 2FQ25: China declining; 2025 outlook still positive; we are cautious. Neutral, ¥24,300.November 12, 2024 — Pierre Ferragu and Rolf Bulk
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Tokyo Electron 2FQ25 Quick Take: China declining; 2025 outlook still positive; we are cautious. Neutral, ¥24,300.November 12, 2024 — Pierre Ferragu
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Semicap in 2025: All the headwinds the Street ignoresNovember 11, 2024 — Pierre Ferragu
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AI & Semi Cycle Tour Taiwan / Korea & Japan 2-12 DecNovember 8, 2024 — Peter Vogel, Antoine Chkaiban and 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
