Tokyo Electron Shares Rise 8.6% on Guidance

Tokyo Electron shares jumped up to 8.6% to ¥48,190, becoming one of Nikkei 225’s top gainers as AI‑driven demand lifts outlook.
Company forecast H1 FY2027 net sales ¥1.57 trillion (+33% YoY) and operating income ¥431 bn (+42.2%), beating consensus of ¥1.42 trillion and ¥405.9 bn.
FY2026 results showed flat net sales ¥2.44 trillion YoY and a 10.4% decline in operating income to ¥624.94 bn.
Major customers TSMC, Samsung, Intel, SK Hynix and Micron – together ~55% of revenue – plan capacity expansions to meet AI chip demand.