Professional
Added to YB: 2026-06-19
Pitch date: 2026-03-31
8035.T [bullish]
Tokyo Electron Limited
+83.43%
current return
Author Info
No bio for this author
Company Info
Tokyo Electron Limited, together with its subsidiaries, develops, manufactures, and sells semiconductor production equipment in Japan, South Korea, Taiwan, China, North America, Europe, and internationally.
Market Cap
JPY 32.2T
Pitch Price
JPY 38.6K
Price Target
N/A
Dividend
1.02%
EV/EBITDA
44.75
P/E
56.65
EV/Sales
12.98
Sector
Semiconductors and Semiconductor Equipment
Category
growth
Polen Global Growth New Postion: Tokyo Electron Limited
8035.T (new position): Japanese semi-cap equipment leader, dominant in etch, deposition, wafer cleaning. ~12% WFE share, 20% in fast-growing DRAM. Customers: TSMC, Samsung, Intel (both raising capex). 30-40% rev from China (opportunity + risk). Supply/demand favors suppliers. Mid-teens total return potential.
Read full article (1 min)