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Next-generation AI Servers Will Ignite Semiconductor Demand

Published
08 Dec 24
Updated
13 Sep 25
AnalystConsensusTarget's Fair Value
JP¥27,499.09
3.6% overvalued intrinsic discount
13 Sep
JP¥28,490.00
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1Y
12.4%
7D
7.3%

Author's Valuation

JP¥27.5k3.6% overvalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on13 Sep 25
Fair value Decreased 1.79%

The consensus price target for Tokyo Electron was slightly reduced, primarily reflecting lowered revenue growth expectations, resulting in a marginal decrease in fair value from ¥27,999 to ¥27,499. What's in the News Three people were indicted in Taiwan for allegedly stealing sensitive 2-nanometer chip technology from TSMC to aid Tokyo Electron's etching machine development and improve its competitive position with TSMC (Wall Street Journal).

Shared on27 Aug 25
Fair value Decreased 2.44%

The consensus price target for Tokyo Electron has been revised downward, primarily reflecting slightly weaker revenue growth forecasts, with the new fair value now at ¥27,999. What's in the News Lowered full-year consolidated earnings guidance with net sales, operating income, and net income all revised downward.

Shared on06 Aug 25
Fair value Decreased 7.32%

Tokyo Electron’s consensus price target has been revised downward, primarily due to a slight reduction in revenue growth forecasts, with fair value dropping from ¥30,966 to ¥28,881. What's in the News Board approved continuation of stock delivering scheme for TEL Group Officers in Japan and abroad.

Shared on01 May 25
Fair value Decreased 4.98%

Shared on23 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on17 Apr 25
Fair value Decreased 0.42%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on09 Apr 25
Fair value Decreased 0.97%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on02 Apr 25
Fair value Increased 4.84%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on26 Mar 25
Fair value Decreased 0.91%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on19 Mar 25
Fair value Increased 5.19%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on12 Mar 25
Fair value Increased 3.14%