Tokyo electron shares drop after chip market outlook disappoints
(Bloomberg) – Tokyo Electron Ltd. lowed its prediction for silicone waffle market, adding a mixed picture around AI.
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Shares Japanese supply, Taiwanese semiconductor production Co. (Vesity) and Samsung Electronics Co. (Ssnlf) 4.6% fell on Friday, following insufficient predictions, despite expected income. In 2025, Tokyo’s electron was pre-rising for a wider market, but on Thursday, the company reports that Chinese customers have been made in imports from China this year, the company reports.
One of the main producers of the World Chip keyboard, the electron of Tokyo, is closely viewed as an indicator of future chips used for artificial intelligence. It has made a $ 199.6 billion ($ 1.3 billion) profit from the december quarter that is used to be used to prepare for the preparation of memory or logic chips. This increased from 51% compared to the previous year and compared to the average markets of 174 billion analysts. Sales also won expectations, but Tokyo Electron did not raise its income prospect, as patriotic Advantest Corp had performed a week ago.
The instructions for the supply chain players are mixed, as the Dutch Vitaling Supplier ASML HOLDING NV reports a surprisingly large number of orders and Advanced Micro Devices Inc.
Tokyo Electron also outlined the plans to build a 104 billion factories in Miemi prefecture, expanding its power when customers such as Samsung, TSMC and Sk Hynix Inc. (Hxscl) said they plan to continue spending on waffle processing tools. In 2025, most investments will bring these cutting logic producers and high bandwidth manufacturers are in a hurry to meet with the demand for AI server, Tokyo Electron CEO, Kavai has announced a call call.
This is when the company expects a chip transfer shopping to slow down by Chinese customers, especially among new Chipmaking applicants, said the CEO. It is expected that half of the sales of Tokyo electron in the April working year is expected to be more than 40%, in the current financial year. “We cannot deny that we have been affected by the United States’ restrictions on the export of technology and other geopolitical factors in Chip,” Kavai said.
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