Wafer-fab equipment (coater, etch, deposition)
Tokyo Electron (TEL)
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.
8035.T Updated Jun 21, 2026 1 AI consumers
Tokyo Electron (TEL)FY2025 revenue about $16.0B
▸ Money out부품·서브시스템 공급사 (비공개)○정밀 가공·계측 (비공개)○
Financials & Segments
- Total revenue · FY2025 revenue about $16.0B (+33%)
- Customer concentration · High share in etch, deposition and coater. Customers Samsung, SK, TSMC, Intel, Micron, Kioxia. AI-equipment share target 40% by FY2026.
- Segments · SPE (semiconductor tools) · FPD tools
Revenue from
- Samsung Electronics High confidence· Revenue ~$16B · FY2025 · annual total revenue
Supplies coater/developer, etch, deposition and clean tools to Samsung Electronics.Confirms JA Tokyo Electron / EDINET Published Jun 16, 2025: "Annual Securities Report: FY2025 consolidated revenue and the SPE business with its major customers."Confirms EN DigiTimes Published Dec 23, 2024: "TEL, strong in etch/deposition, targets 40% AI-equipment revenue by FY2026."Mentions KO Sisa Journal e Accessed Jun 21, 2026: "TEL and other foreign toolmakers expand domestic investment to court Samsung and SK."Confirms KO THE ELEC Accessed Jun 21, 2026: "TEL’s hybrid etcher could reshape the equipment mix inside Samsung." - SK hynix High confidence
Supplies coater/developer, etch, deposition and clean tools to SK하이닉스.Confirms EN DigiTimes Published Dec 23, 2024: "TEL, strong in etch/deposition, targets 40% AI-equipment revenue by FY2026."Mentions KO Sisa Journal e Accessed Jun 21, 2026: "TEL and other foreign toolmakers expand domestic investment to court Samsung and SK." - TSMC High confidence
Supplies coater/developer, etch, deposition and clean tools to TSMC.Confirms EN DigiTimes Published Dec 23, 2024: "TEL, strong in etch/deposition, targets 40% AI-equipment revenue by FY2026."Mentions KO Sisa Journal e Accessed Jun 21, 2026: "TEL and other foreign toolmakers expand domestic investment to court Samsung and SK." - Intel Medium confidence
Supplies coater/developer, etch, deposition and clean tools to Intel.Confirms EN DigiTimes Published Dec 23, 2024: "TEL, strong in etch/deposition, targets 40% AI-equipment revenue by FY2026."Mentions KO Sisa Journal e Accessed Jun 21, 2026: "TEL and other foreign toolmakers expand domestic investment to court Samsung and SK." - Micron Technology Medium confidence
Supplies coater/developer, etch, deposition and clean tools to Micron Technology.Confirms EN DigiTimes Published Dec 23, 2024: "TEL, strong in etch/deposition, targets 40% AI-equipment revenue by FY2026."Mentions KO Sisa Journal e Accessed Jun 21, 2026: "TEL and other foreign toolmakers expand domestic investment to court Samsung and SK."
Pays to
- 부품·서브시스템 공급사 (비공개) Low confidence
Outsources precision parts and subsystems for its tools (suppliers undisclosed). - 정밀 가공·계측 (비공개) Low confidence
Buys precision machining and metrology modules (undisclosed).
Value-chain ripple (tiers 2–3)
Following node-to-node links up to 3 tiers; each firm is shown once, at its nearest tier.