Lasertec vs Tokyo Electron: Deposition, etch & metrology compared

November 2026 edition · assessment by Frontier Tech Intelligence

Lasertec ranks 27 on the AI Infra 100 with a score of 94; Tokyo Electron ranks 70 with 87. Lasertec is ahead on technology, positioning and leverage. Tokyo Electron is ahead on production. Level on deployment, commercials, progress and firepower. Lasertec is based in Yokohama, Japan, Tokyo Electron in Tokyo, Japan. Lasertec is named in 5 signals and Tokyo Electron in 9.

Lasertec →

Yokohama, Kanagawa, Japan · AI Core · Semiconductor equipment, materials & critical inputs / Deposition, etch & metrology · lasertec.co.jp

Lasertec develops and sells semiconductor inspection and metrology equipment, including systems for wafer and photomask inspection and EUV mask inspection. This directly qualifies as semiconductor metrology equipment.

AI Infra 100 · rank 27 · score 94

Scores, AI Core (of 10)

Deployment10
Production6
Commercials10
Progress8
Technology10
Positioning10
Firepower10
Leverage10

Darker bar: ahead of the other company on that measure.

Positioning

The sole supplier of EUV mask blank and pattern inspection systems (ACTIS, ABICS) and EUV pellicle inspection; every EUV mask passes its tools, which pairs it with ASML as the second one-of-one in lithography.

Latest signals

  • Lasertec reported weaker semiconductor sales while FY2027 order expectations strengthened.TradingView
  • Lasertec’s FY2027 order outlook is ¥400–500 billion despite a weak Q1.TradingView
  • Lasertec Corporation provided consolidated earnings guidance for fiscal year 2027.www.marketscreener.com

5 signals name Lasertec.

Facts, with sources

  • >500mLasertec consolidated results
  • JPY 230500000000Lasertec consolidated results
  • Lasertec raised its FY6/2026 order outlook to JPY 200-240bn from JPY 170-220bn; nine-month sales were JPY 169.5bn and operating profit JPY 78.1bn.s.kabutan.jp

7 facts on file.

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.

AI Infra 100 · rank 70 · score 87

Scores, AI Core (of 10)

Deployment10
Production8
Commercials10
Progress8
Technology8
Positioning8
Firepower10
Leverage8

Darker bar: ahead of the other company on that measure.

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

9 signals name Tokyo Electron.

Facts, with sources

  • >500mTokyo Electron IR
  • Expanded Nvidia collaboration for agentic AI and roboticsTokyo Electron IR
  • Integrated test cell solution with Teradyne to enable production-scale known good device testing for advanced AI and data center device packagingTeradyne

5 facts on file.

More comparisons

Questions this page answers

Lasertec or Tokyo Electron: which is ahead in ai core?

Lasertec ranks 27 on the AI Infra 100 with a score of 94; Tokyo Electron ranks 70 with 87. Lasertec is ahead on technology, positioning and leverage. Tokyo Electron is ahead on production. Level on deployment, commercials, progress and firepower. Lasertec is based in Yokohama, Japan, Tokyo Electron in Tokyo, Japan. Lasertec is named in 5 signals and Tokyo Electron in 9.

How do Lasertec and Tokyo Electron compare?

Lasertec ranks 27 on the AI Infra 100 with a score of 94; Tokyo Electron ranks 70 with 87. Lasertec is ahead on technology, positioning and leverage. Tokyo Electron is ahead on production. Level on deployment, commercials, progress and firepower. Lasertec is based in Yokohama, Japan, Tokyo Electron in Tokyo, Japan. Lasertec is named in 5 signals and Tokyo Electron in 9. Both company files carry the scores on eight measures, the facts with sources and the latest signals.

Every comparison here comes from the same files members use every day.

Members see every signal and fact behind both companies, the live ranking, the questions the signals answer and the week explained. $99 a month, 7-day trial. What Frontier Tech Intelligence is →

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