The season of quarterly reports is in full swing, but representatives of the semiconductor industry send investors the most conflicting signals. ASML -producing equipment for the manufacture of chips notes the record growth of orders, while related to the development of ARM and AMD chips are in no hurry to increase their own forecasts in the context of the further development of the industry. Tokyo Electron is full of optimism.
Image source: Tokyo Electron
This Japanese equipment manufacturer, as it became known after the publication of the quarterly reporting, intends to build a new plant worth $ 681 million in the Miyagi Prefecture, which will produce equipment for processing silicon plates from which semiconductor components are made. Thus, the Japanese supplier expresses some confidence in maintaining high demand for equipment for the manufacture of chips.
At the same time, the Tokyo Electron management does not have a formed position about the influence of Deepseek on the world semiconductor market. If the availability of the creation of new large language models will increase, then the component market will expand, and this is definitely a good signal, as the head of the financial unit of Hiroshi Kawamoto noted. It’s just early to judge for Tokyo Electron if this is really so.
The company completed the last quarter with an increase in operating profit by 51 % to $ 1.3 billion, above the expectations of analysts. The expansion of production capacities indicates the readiness of Tokyo Electron to work in conditions of growing demand for its products.