{"slug":"tokyo-electron","name":"도쿄일렉트론","name_en":"Tokyo Electron (TEL)","ticker":"8035.T","updated_at":"2026-06-21T07:32:57.627469+00:00","canonical":"https://valuechain.wiki/tokyo-electron","kicker":"반도체 전공정 장비 (코터·식각·증착)","kicker_en":"Wafer-fab equipment (coater, etch, deposition)","lead":"세계 3위 반도체 장비사로 ASML·어플라이드·램과 함께 빅4. FY2025(2025년 3월 종료) 매출 약 $16.0B(+33%). 코터/디벨로퍼·식각·증착·세정 장비를 삼성전자·SK하이닉스·TSMC·인텔·마이크론·키오시아에 공급한다. HBM·로직 수요로 한국 매출이 급증했고, AI 장비 비중을 FY2026 40%로 확대 목표.","lead_en":"The world’s No.3 semiconductor-equipment maker, one of the big four with ASML, Applied Materials and Lam. FY2025 (ended March 2025) revenue about $16.0B (+33%). Supplies coater/developer, etch, deposition and clean tools to Samsung, SK hynix, TSMC, Intel, Micron and Kioxia. Korea revenue surged on HBM and logic demand; targets 40% AI-equipment revenue by FY2026.","segments":{"fy":2025,"parts":[{"desc":"코터/디벨로퍼·식각·증착·세정 (매출 대부분)","name":"SPE (반도체 장비)"},{"desc":"디스플레이","name":"FPD 장비"}],"total":"FY2025 매출 약 $16.0B (+33%)","source":"https://www.tel.com/ir/library/report/index.html","concentration":"식각·증착·코터 고점유. 고객 삼성·SK·TSMC·인텔·마이크론·키오시아. AI 장비 비중 FY2026 40% 목표."},"segments_en":{"parts":[{"desc":"Coater/developer, etch, deposition, clean (most of revenue)","name":"SPE (semiconductor tools)"},{"desc":"Display","name":"FPD tools"}],"total":"FY2025 revenue about $16.0B (+33%)","concentration":"High share in etch, deposition and coater. Customers Samsung, SK, TSMC, Intel, Micron, Kioxia. AI-equipment share target 40% by FY2026."},"edges":[{"direction":"revenue","counterparty":"삼성전자","counterparty_slug":"samsung-electronics","confidence":"high","metric":{"type":"revenue","unit":"USD","basis":"연간 총매출","value":16048000000,"period":"FY2025","basis_en":"annual total revenue","qualifier":"approx"},"note":"Samsung Electronics fab에 코터/디벨로퍼·식각·증착·세정 장비 공급.","note_en":"Supplies coater/developer, etch, deposition and clean tools to Samsung Electronics.","sources":[{"stance":"confirms","publisher":"도쿄일렉트론 / EDINET(관동재무국)","publisher_en":"Tokyo Electron / EDINET","kind":"filing","lang":"ja","published_at":"2025-06-16","url":"https://disclosure2dl.edinet-fsa.go.jp/searchdocument/pdf/S100VX9R.pdf","title":"有価証券報告書 (제62기, 2025년 3월기)","title_en":"Annual Securities Report (FY ended Mar 2025)","excerpt":"有価証券報告書: FY2025(2025.3) 연결매출 및 반도체제조장치 사업·주요 고객.","excerpt_en":"Annual Securities Report: FY2025 consolidated revenue and the SPE business with its major customers."},{"stance":"confirms","publisher":"도쿄일렉트론","publisher_en":"Tokyo Electron","kind":"ir","lang":"en","published_at":"2025-05-14","url":"https://www.tel.com/ir/library/report/index.html","title":"도쿄일렉트론 IR 실적자료","title_en":"Tokyo Electron IR earnings reports","excerpt":"FY2025 매출 약 $16.0B(+33%).","excerpt_en":"FY2025 revenue about $16.0B (+33%)."},{"stance":"confirms","publisher":"디지타임스","publisher_en":"DigiTimes","kind":"news","lang":"en","published_at":"2024-12-23","url":"https://www.digitimes.com/news/a20241223PD215/tel-equipment-revenue-demand-market.html","title":"TEL, AI 장비 매출 비중 40% 목표","title_en":"TEL targets 40% AI equipment revenue","excerpt":"TEL이 식각·증착 고점유로 AI 장비 비중을 FY2026 40%로 확대.","excerpt_en":"TEL, strong in etch/deposition, targets 40% AI-equipment revenue by FY2026."},{"stance":"mentions","publisher":"시사저널e","publisher_en":"Sisa Journal e","kind":"news","lang":"ko","published_at":null,"url":"https://www.sisajournal-e.com/news/articleView.html?idxno=406466","title":"해외 장비社 삼성·SK 공략 강화 (TEL 등 국내투자 봇물)","title_en":"Foreign toolmakers including TEL ramp investment to court Samsung and SK","excerpt":"TEL 등 해외 장비사가 삼성·SK 공략 위해 국내 투자 확대.","excerpt_en":"TEL and other foreign toolmakers expand domestic investment to court Samsung and SK."},{"stance":"confirms","publisher":"디일렉","publisher_en":"THE ELEC","kind":"news","lang":"ko","published_at":null,"url":"https://www.thelec.kr/news/articleView.html?idxno=21175","title":"TEL 하이브리드 식각기, 삼성 내 장비 지형도 바꾸나","title_en":"TEL hybrid etcher may reshape the equipment mix inside Samsung","excerpt":"TEL 하이브리드 식각기가 삼성 내 장비 지형도를 바꿀 가능성.","excerpt_en":"TEL’s hybrid etcher could reshape the equipment mix inside Samsung."}]},{"direction":"revenue","counterparty":"SK하이닉스","counterparty_slug":"sk-hynix","confidence":"high","metric":null,"note":"SK하이닉스 fab에 코터/디벨로퍼·식각·증착·세정 장비 공급.","note_en":"Supplies coater/developer, etch, deposition and clean tools to SK하이닉스.","sources":[{"stance":"confirms","publisher":"디지타임스","publisher_en":"DigiTimes","kind":"news","lang":"en","published_at":"2024-12-23","url":"https://www.digitimes.com/news/a20241223PD215/tel-equipment-revenue-demand-market.html","title":"TEL, AI 장비 매출 비중 40% 목표","title_en":"TEL targets 40% AI equipment revenue","excerpt":"TEL이 식각·증착 고점유로 AI 장비 비중을 FY2026 40%로 확대.","excerpt_en":"TEL, strong in etch/deposition, targets 40% AI-equipment revenue by FY2026."},{"stance":"mentions","publisher":"시사저널e","publisher_en":"Sisa Journal e","kind":"news","lang":"ko","published_at":null,"url":"https://www.sisajournal-e.com/news/articleView.html?idxno=406466","title":"해외 장비社 삼성·SK 공략 강화 (TEL 등 국내투자 봇물)","title_en":"Foreign toolmakers including TEL ramp investment to court Samsung and SK","excerpt":"TEL 등 해외 장비사가 삼성·SK 공략 위해 국내 투자 확대.","excerpt_en":"TEL and other foreign toolmakers expand domestic investment to court Samsung and SK."}]},{"direction":"revenue","counterparty":"TSMC","counterparty_slug":"tsmc","confidence":"high","metric":null,"note":"TSMC fab에 코터/디벨로퍼·식각·증착·세정 장비 공급.","note_en":"Supplies coater/developer, etch, deposition and clean tools to TSMC.","sources":[{"stance":"confirms","publisher":"디지타임스","publisher_en":"DigiTimes","kind":"news","lang":"en","published_at":"2024-12-23","url":"https://www.digitimes.com/news/a20241223PD215/tel-equipment-revenue-demand-market.html","title":"TEL, AI 장비 매출 비중 40% 목표","title_en":"TEL targets 40% AI equipment revenue","excerpt":"TEL이 식각·증착 고점유로 AI 장비 비중을 FY2026 40%로 확대.","excerpt_en":"TEL, strong in etch/deposition, targets 40% AI-equipment revenue by FY2026."},{"stance":"mentions","publisher":"시사저널e","publisher_en":"Sisa Journal e","kind":"news","lang":"ko","published_at":null,"url":"https://www.sisajournal-e.com/news/articleView.html?idxno=406466","title":"해외 장비社 삼성·SK 공략 강화 (TEL 등 국내투자 봇물)","title_en":"Foreign toolmakers including TEL ramp investment to court Samsung and SK","excerpt":"TEL 등 해외 장비사가 삼성·SK 공략 위해 국내 투자 확대.","excerpt_en":"TEL and other foreign toolmakers expand domestic investment to court Samsung and SK."}]},{"direction":"revenue","counterparty":"Intel","counterparty_slug":"intel","confidence":"mid","metric":null,"note":"Intel fab에 코터/디벨로퍼·식각·증착·세정 장비 공급.","note_en":"Supplies coater/developer, etch, deposition and clean tools to Intel.","sources":[{"stance":"confirms","publisher":"디지타임스","publisher_en":"DigiTimes","kind":"news","lang":"en","published_at":"2024-12-23","url":"https://www.digitimes.com/news/a20241223PD215/tel-equipment-revenue-demand-market.html","title":"TEL, AI 장비 매출 비중 40% 목표","title_en":"TEL targets 40% AI equipment revenue","excerpt":"TEL이 식각·증착 고점유로 AI 장비 비중을 FY2026 40%로 확대.","excerpt_en":"TEL, strong in etch/deposition, targets 40% AI-equipment revenue by FY2026."},{"stance":"mentions","publisher":"시사저널e","publisher_en":"Sisa Journal e","kind":"news","lang":"ko","published_at":null,"url":"https://www.sisajournal-e.com/news/articleView.html?idxno=406466","title":"해외 장비社 삼성·SK 공략 강화 (TEL 등 국내투자 봇물)","title_en":"Foreign toolmakers including TEL ramp investment to court Samsung and SK","excerpt":"TEL 등 해외 장비사가 삼성·SK 공략 위해 국내 투자 확대.","excerpt_en":"TEL and other foreign toolmakers expand domestic investment to court Samsung and SK."}]},{"direction":"revenue","counterparty":"Micron Technology","counterparty_slug":"micron","confidence":"mid","metric":null,"note":"Micron Technology fab에 코터/디벨로퍼·식각·증착·세정 장비 공급.","note_en":"Supplies coater/developer, etch, deposition and clean tools to Micron Technology.","sources":[{"stance":"confirms","publisher":"디지타임스","publisher_en":"DigiTimes","kind":"news","lang":"en","published_at":"2024-12-23","url":"https://www.digitimes.com/news/a20241223PD215/tel-equipment-revenue-demand-market.html","title":"TEL, AI 장비 매출 비중 40% 목표","title_en":"TEL targets 40% AI equipment revenue","excerpt":"TEL이 식각·증착 고점유로 AI 장비 비중을 FY2026 40%로 확대.","excerpt_en":"TEL, strong in etch/deposition, targets 40% AI-equipment revenue by FY2026."},{"stance":"mentions","publisher":"시사저널e","publisher_en":"Sisa Journal e","kind":"news","lang":"ko","published_at":null,"url":"https://www.sisajournal-e.com/news/articleView.html?idxno=406466","title":"해외 장비社 삼성·SK 공략 강화 (TEL 등 국내투자 봇물)","title_en":"Foreign toolmakers including TEL ramp investment to court Samsung and SK","excerpt":"TEL 등 해외 장비사가 삼성·SK 공략 위해 국내 투자 확대.","excerpt_en":"TEL and other foreign toolmakers expand domestic investment to court Samsung and SK."}]},{"direction":"cost","counterparty":"부품·서브시스템 공급사 (비공개)","counterparty_slug":null,"confidence":"low","metric":{"type":"qualifier","value":null,"qualifier":"confirmed_no_disclosed_value"},"note":"장비용 정밀 부품·서브시스템 외주(공급사 비공개).","note_en":"Outsources precision parts and subsystems for its tools (suppliers undisclosed).","sources":[{"stance":"mentions","publisher":"도쿄일렉트론","publisher_en":"Tokyo Electron","kind":"ir","lang":"en","published_at":"2025-05-14","url":"https://www.tel.com/ir/library/report/index.html","title":"도쿄일렉트론 IR 실적자료","title_en":"Tokyo Electron IR earnings reports","excerpt":"IR: 부품 공급망 의존.","excerpt_en":"IR: depends on parts supply chain."}]},{"direction":"cost","counterparty":"정밀 가공·계측 (비공개)","counterparty_slug":null,"confidence":"low","metric":{"type":"qualifier","value":null,"qualifier":"confirmed_no_disclosed_value"},"note":"정밀 가공·계측 모듈 매입(비공개).","note_en":"Buys precision machining and metrology modules (undisclosed).","sources":[{"stance":"mentions","publisher":"도쿄일렉트론","publisher_en":"Tokyo Electron","kind":"ir","lang":"en","published_at":"2025-05-14","url":"https://www.tel.com/ir/library/report/index.html","title":"도쿄일렉트론 IR 실적자료","title_en":"Tokyo Electron IR earnings reports","excerpt":"IR: 설비·모듈.","excerpt_en":"IR: equipment and modules."}]}]}