Tokyo Electron
TOELY · OTC · Technology
$40.10
$0.29 (-0.73%) today
Market Cap
$156.41B
24h Volume
$28.1M
P/E Ratio
42.5
52w High
$41.83
52w Low
$30.00
Est. AI Revenue
40%
7-Day Sparkline (Static)
Company facts
Performance
About Tokyo Electron
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.
Tokyo Electron in the AI buildout
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.
TOELY is tracked in Chip Equipment & Foundries, rated Core on the AI Exposure leaderboard.
By the numbers
52-week range
TOELY trades at $40.10, 85% of the way up its 52-week range of $30.00 to $41.83.
Market cap
Market capitalization is $156.41B, with an AI Exposure Score of 70 out of 100.
Valuation vs peers
Its P/E ratio of 42.5 is in line with the Chip Equipment & Foundries category median of 37.7.
Next earnings
Tokyo Electron is next expected to report earnings on October 30, 2026.
Market data as of the close on . Prices are end of day, not live.
Frequently asked questions
What does Tokyo Electron do?
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.
How is Tokyo Electron exposed to AI?
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.
Is TOELY a pure play AI stock?
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.
Who leads Tokyo Electron?
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.
Profile written 2026-08, updated as the business changes. Editorial content, not investment advice.
Related reading
- How to find AI stocks early, and check they are real · Early AI stocks sit where AI revenue is real but still a minority, in layers the market prices late. Six steps to find candidates and check them in the filings.
- What is AI capex, and why does it matter for stocks? · AI capex is what tech companies spend on chips, data centers and power for AI. What counts, why published totals disagree, and which companies get the money.
- What are AI infrastructure stocks? The 12 layers, explained · AI infrastructure stocks are the companies paid to build AI compute: chips, memory, networking, data centers, cooling and power. The 12 layers and the catch.