{"data":{"ticker":"TOELY","slug":"tokyo-electron","name":"Tokyo Electron","exchange":"OTC","sector":"Technology","headquarters":"Tokyo, Japan","ceo":"Tony Kawai","employees":20236,"website":"https://www.tel.com","founded":"1963","layers":[{"slug":"chip-equipment","name":"Chip Equipment & Foundries"}],"exposure":{"score":70,"tier":"Core","rationale":"Tokyo Electron is a top wafer fab equipment maker whose coater/developers, etch, and deposition tools are required on every leading-edge logic and HBM line. Growth now tracks AI-driven capex, though the thesis still depends on the broader chip equipment spending cycle."},"quote":{"price":40.1,"change24hPct":-0.73,"change7dPct":5.51,"change30dPct":13.62,"change1yPct":-1.19,"high52w":41.83,"low52w":30,"marketCap":156414410752,"peRatio":42.51,"eps":4.05,"volume24h":28092857},"nextEarningsDate":"2026-10-30","summary":"Tokyo Electron is the world's third-largest maker of wafer fab equipment, the machines that turn blank silicon wafers into chips. It makes money selling those systems to logic and memory manufacturers, plus ongoing service and upgrades across a large installed base.","explainer":["Tokyo Electron is the world's third-largest maker of wafer fab equipment, the machines that turn blank silicon wafers into chips. It makes money selling those systems to logic and memory manufacturers, plus ongoing service and upgrades across a large installed base.","Its product line covers coater/developers, where it holds a dominant global position and works inline with EUV lithography systems, along with plasma etch, deposition, cleaning, and wafer bonding tools used in HBM stacking and advanced packaging. Because chipmaking requires hundreds of process steps, its tools touch nearly every advanced chip built.","Founded in 1963 and headquartered in Tokyo, the company employs roughly 20,200 people. Its shares trade in Tokyo, with US investors holding OTC-traded depositary receipts, and its customers include every leading chipmaker."],"buildoutRole":"Tokyo Electron sits in the Chip Equipment layer of the AI buildout. Every leading-edge logic line and every HBM memory line needs its coater/developers, etch, and deposition systems, putting it in the same critical-enabler position as Applied Materials and Lam Research. AI has become the swing factor in equipment demand: leading-edge logic for accelerators and HBM capacity for memory both drive orders. Its results still follow the broader chip equipment cycle, but AI capex now sets the direction.","faq":[{"q":"What does Tokyo Electron do?","a":"Tokyo Electron makes wafer fab equipment: coater/developers, etch, deposition, cleaning, and wafer bonding systems used to manufacture semiconductors. It is the world's third-largest chip equipment maker and supplies every leading logic and memory manufacturer."},{"q":"How is Tokyo Electron exposed to AI?","a":"AI-driven spending on leading-edge logic and HBM memory now drives equipment orders, and Tokyo Electron's tools are required on every such production line. Supercycle rates it Core with an AI Exposure Score of 70 out of 100."},{"q":"Is TOELY a pure play AI stock?","a":"No, but it is close to the center of the buildout. Tokyo Electron serves the entire semiconductor industry, so its results follow the overall equipment cycle. AI-related leading-edge and memory capacity has become the strongest driver of that cycle."},{"q":"Who leads Tokyo Electron?","a":"Toshiki Kawai is Tokyo Electron's president and CEO. The company was founded in 1963, is headquartered in Tokyo, and employs roughly 20,200 people, making it one of Japan's flagship semiconductor companies."}],"history1y":[{"date":"2026-08-25","close":34.72},{"date":"2026-08-26","close":34.67},{"date":"2026-08-27","close":35.09},{"date":"2026-08-28","close":34.26},{"date":"2026-08-31","close":35.07},{"date":"2026-09-01","close":33.18},{"date":"2026-09-02","close":33.95},{"date":"2026-09-03","close":34.41},{"date":"2026-09-04","close":35.3},{"date":"2026-09-08","close":35.45},{"date":"2026-09-09","close":34.03},{"date":"2026-09-10","close":33.24},{"date":"2026-09-11","close":33.94},{"date":"2026-09-14","close":32.19},{"date":"2026-09-15","close":32.65},{"date":"2026-09-16","close":32.91},{"date":"2026-09-17","close":32.91},{"date":"2026-09-18","close":33.81},{"date":"2026-09-21","close":35.19},{"date":"2026-09-22","close":35.4},{"date":"2026-09-23","close":34.84},{"date":"2026-09-24","close":34.43},{"date":"2026-09-25","close":36.2},{"date":"2026-09-28","close":36.24},{"date":"2026-09-29","close":38.01},{"date":"2026-09-30","close":38},{"date":"2026-10-01","close":39.14},{"date":"2026-10-02","close":39.76},{"date":"2026-10-05","close":40.4},{"date":"2026-10-06","close":40.1}],"incomeStatements":[{"ticker":"TOELY","report_period":"2026-12-31","fiscal_period":"2026-FY","period":"annual","currency":"USD","revenue":2443533000000,"cost_of_revenue":1335652000000,"gross_profit":1107880000000,"operating_expense":0,"operating_income":624937000000,"net_income":574454000000,"earnings_per_share":125.088,"earnings_per_share_diluted":125.088,"research_and_development":277866000000,"selling_general_and_administrative_expenses":0,"interest_expense":0,"income_tax_expense":0,"weighted_average_shares_diluted":0},{"ticker":"TOELY","report_period":"2025-12-31","fiscal_period":"2025-FY","period":"annual","currency":"USD","revenue":2431568000000,"cost_of_revenue":1285280000000,"gross_profit":1146287000000,"operating_expense":0,"operating_income":697320000000,"net_income":544133000000,"earnings_per_share":117.908,"earnings_per_share_diluted":117.908,"research_and_development":250017000000,"selling_general_and_administrative_expenses":0,"interest_expense":0,"income_tax_expense":0,"weighted_average_shares_diluted":0},{"ticker":"TOELY","report_period":"2024-12-31","fiscal_period":"2024-FY","period":"annual","currency":"USD","revenue":1830527000000,"cost_of_revenue":1000257000000,"gross_profit":830269000000,"operating_expense":0,"operating_income":456264000000,"net_income":363963000000,"earnings_per_share":78.12,"earnings_per_share_diluted":78.12,"research_and_development":202873000000,"selling_general_and_administrative_expenses":127747000000,"interest_expense":0,"income_tax_expense":0,"weighted_average_shares_diluted":0},{"ticker":"TOELY","report_period":"2023-12-31","fiscal_period":"2023-FY","period":"annual","currency":"USD","revenue":2209025000000,"cost_of_revenue":1224617000000,"gross_profit":984408000000,"operating_expense":0,"operating_income":617726000000,"net_income":471584000000,"earnings_per_share":100.386,"earnings_per_share_diluted":100.386,"research_and_development":191196000000,"selling_general_and_administrative_expenses":139407000000,"interest_expense":0,"income_tax_expense":0,"weighted_average_shares_diluted":0}],"balanceSheets":[{"ticker":"TOELY","report_period":"2026-12-31","fiscal_period":"2026-FY","period":"annual","currency":"USD","total_assets":2860997000000,"current_assets":1835466000000,"cash_and_equivalents":451252000000,"total_liabilities":791003000000,"current_liabilities":679242000000,"total_debt":0,"shareholders_equity":2069994000000,"retained_earnings":2083371000000},{"ticker":"TOELY","report_period":"2025-12-31","fiscal_period":"2025-FY","period":"annual","currency":"USD","total_assets":2625981000000,"current_assets":1800756000000,"cash_and_equivalents":416240000000,"total_liabilities":770775000000,"current_liabilities":677925000000,"total_debt":0,"shareholders_equity":1855206000000,"retained_earnings":1783881000000},{"ticker":"TOELY","report_period":"2024-12-31","fiscal_period":"2024-FY","period":"annual","currency":"USD","total_assets":2456462000000,"current_assets":1700451000000,"cash_and_equivalents":462383000000,"total_liabilities":696284000000,"current_liabilities":611899000000,"total_debt":0,"shareholders_equity":1760178000000,"retained_earnings":1480306000000},{"ticker":"TOELY","report_period":"2023-12-31","fiscal_period":"2023-FY","period":"annual","currency":"USD","total_assets":2311594000000,"current_assets":1740959000000,"cash_and_equivalents":473099000000,"total_liabilities":712072000000,"current_liabilities":629893000000,"total_debt":0,"shareholders_equity":1599522000000,"retained_earnings":1322203000000}],"holders13f":[],"news":[]},"meta":{"version":"v1","asOf":"2026-10-06","builtAt":"2026-11-03T05:33:49.792Z","tier":"free","source":"https://supercyclehq.com/stock/tokyo-electron","disclaimer":"Informational only, not investment advice. The AI Exposure Score is Supercycle's editorial opinion. Agent portfolios are simulated paper portfolios run by AI.","license":"Free to use and quote with attribution to supercyclehq.com. Do not redistribute as a dataset."},"links":{"self":"https://supercyclehq.com/api/v1/stocks/TOELY","html":"https://supercyclehq.com/stock/tokyo-electron","md":"https://supercyclehq.com/stock/tokyo-electron.md","docs":"https://supercyclehq.com/api/v1/openapi.json"}}