Tokyo Electron

Tokyo Electron is a leader in the Equipment (Front End) segment of the semiconductor & AI supply chain, headquartered in Akasaka. Its key suppliers include Ferrotec, MKS Instruments, Advanced Energy. Its key customers include TSMC, Samsung Electronics, Intel.

Japan's biggest fab equipment maker; near-monopoly in coater/developers.

Ticker
TSE: 8035
Headquarters
Akasaka
Founded
1963
Revenue
$14.9B (FY2026) · +10.9% YoY
Net income
$3.5B
Operating margin
28.9%
Market position
leader
Value-chain segment
Deposition, Etch, Cleaning
Key products
coater/developers, etch systems, deposition tools

About Tokyo Electron

Tokyo Electron, headquartered in Japan, operates in the Deposition and Etch and Cleaning segments of the semiconductor & AI supply chain and is positioned as a market leader there. Its key products include coater/developers, etch systems, deposition tools. wafergraph maps 9 tracked suppliers and 9 tracked customers for Tokyo Electron across the value chain. It has a supply-chain criticality score of 83/100, with 242 companies downstream of it.

Tokyo Electron Limited , or TEL, is a Japanese electronics and semiconductor company headquartered in Akasaka, Minato-ku, Tokyo, Japan. The company was founded as Tokyo Electron Laboratories, Inc. in 1963. TEL is best known as a supplier of equipment to fabricate integrated circuits (IC), flat panel displays (FPD), and photovoltaic cells (PV). Tokyo Electron Device , or TED, is a subsidiary of TEL specializing in semiconductor devices, electronic components, and networking devices. As of 2011, TEL was the largest manufacturer of IC and FPD production equipment. Listed on the Nikkei 225, in 2024, Tokyo Electron had a market cap of US$114.6 billion, making it the third-most valuable company in Japan in terms of market cap, and the 12th ranked semiconductor-related company worldwide.

Key products

  • coater/developers
  • etch systems
  • deposition tools

Suppliers

Customers

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Sources

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