TSE:8035Semiconductor
Tokyo Electron (TSE:8035) Faces Profit Margin Challenges Amid AI Growth and Chinese Market Dependency
Tokyo Electron (TSE:8035) continues to solidify its leadership in the semiconductor industry, evidenced by a recent 2.1% increase in net sales to ¥566.5 billion, driven by strong demand for high-k film deposition and NAND cleaning systems. However, the company faces challenges such as a decline in gross profit margin and a dependency on the Chinese market, necessitating strategic diversification and cost management. The company report will delve into Tokyo Electron's market positioning,...