Tokyo Electron revises up profit outlook after AI surgeBloombergTokyo Electron Ltd yesterday raised its full-year outlook even after its quarterly profit missed estimates and said it sees a surge in spending by chipmakers eager to ride an artificial intelligence (AI) spending wave. Demand for equipment to make DRAM — from high-bandwidth memory to conventional chips — is especially strong, with that trend likely to last for several years, Tokyo Electron said. The Tokyo Electron Ltd. (TEL) booth at the Semicon Japan exhibition in Tokyo, Japan, on Thursday, Dec. 18, 2025. For the quarter ending December, Tokyo Electron posted an operating profit of ￥116.14 billion compared with average analysts’ estimate of ￥158.6 billion. Tokyo Electron, which counts Taiwan Semiconductor Manufacturing Co (TSMC, 台積電) and Samsung Electronics Co as its customers, has benefited from growing appetite for advanced chipmaking equipment.

Source: Taipei Times February 06, 2026 17:14 UTC