The Frontier Leaders · AI Infra 100 · Tokyo Electron

Tokyo Electron

Tokyo, Tokyo, Japan · AI Core · Semiconductor equipment, materials & critical inputs / Deposition, etch & metrology · tel.com

Tokyo Electron supplies semiconductor manufacturing equipment, including etch, deposition, cleaning, coating and inspection systems for advanced processors and memory.

Positioning

Japan's largest equipment maker and one of the four global leaders in deposition, etch, coater/developer and cleaning; a supplier to every leading fab and a partner of Nvidia on AI-driven fab automation.

Latest signals

  • SK hynix held its first Japan Partners Day to strengthen semiconductor technology and supply-chain cooperation.ZDNet Korea
  • Advantest and Tokyo Electron dragged Japan’s Nikkei down 0.8% for a third consecutive session.International Business Times Australia
  • Nikkei 225 fell to 62,907.84 as SoftBank, Tokyo Electron, and Advantest declined.BBN Times
  • Nikkei and Kospi fell as Asian chip stocks declined on October 26, 2026.NDTV Profit
  • Teradyne paired its UltraFLEXplus tester with TEL’s Prexa SDP prober for singulated-device probing.Semiconductor Engineering

9 signals name Tokyo Electron. Members see all of them, filtered by topic, source and date.

Facts, with sources

  • >500mRevenue band · Tokyo Electron IR
  • Expanded Nvidia collaboration for agentic AI and roboticsPartnership · Tokyo Electron IR
  • Integrated test cell solution with Teradyne to enable production-scale known good device testing for advanced AI and data center device packagingPartnership · Teradyne
  • JPY 1000000000000Revenue · Tokyo Electron FY26 Q4 transcript (Japanese)

5 facts on file. Members see all of them with the source link.

Scores, AI Core (of 10)

Deployment10
Production8
Commercials10
Progress8
Technology8
Positioning8
Firepower10
Leverage8

Traction: deployment, production, commercials, progress. Capability: technology, positioning, firepower, leverage.

Peers in Deposition, etch & metrology

11Applied Materials · 9817KLA · 9627Lasertec · 9432Lam Research · 9341ASM International · 9144Aixtron · 90.5

The segment's suppliers, constraints and risers, for members.

Questions this page answers

What does Tokyo Electron do?

Tokyo Electron supplies semiconductor manufacturing equipment, including etch, deposition, cleaning, coating and inspection systems for advanced processors and memory. Japan's largest equipment maker and one of the four global leaders in deposition, etch, coater/developer and cleaning; a supplier to every leading fab and a partner of Nvidia on AI-driven fab automation.

Where does Tokyo Electron rank in ai core?

Tokyo Electron ranks 70 of 100 on the AI Infra 100 (November 2026 edition) with a score of 87 out of 100, in Deposition, etch & metrology (Semiconductor equipment, materials & critical inputs). Assessment by Frontier Tech Intelligence.

Who are Tokyo Electron's peers in Deposition, etch & metrology?

Applied Materials (rank 11), KLA (rank 17), Lasertec (rank 27), Lam Research (rank 32), ASM International (rank 41), Aixtron (rank 44).

Where is Tokyo Electron based and when was it founded?

Tokyo Electron is based in Tokyo, Tokyo, Japan.

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