#8035 Articles

Articles related to #8035. Browse market analysis and investment strategy notes by tag.

2026-05-30

Tokyo Electron (8035) competitive advantage analysis | Coating/developing equipment with a 90% global share and tailwinds from AI semiconductor investment

When it comes to AI semiconductor investment themes, it's easy to look at NVIDIA, TSMC, and memory giants.

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2026-05-18

The core of the AI semiconductor bubble | How far will Tokyo Electron (8035) grow in 2027?

Tokyo Electron (8035) is a company at the core of the AI semiconductor market.

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