8035.T Tokyo Electron Limited Loading...

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00:05
May 15
TheValueist Founder, Atlas Peak Research
Long WFE majors as higher utilization and tool complexity boost services, spares, and software revenue, improving through-cycle margins and business model quality.
8035.T
HIGH
00:05
May 15
TheValueist Founder, Atlas Peak Research
Long 8035 (Tokyo Electron) on broad exposure to deposition, etch, and cleaning in AI-driven WFE cycle and DRAM capex acceleration.
8035.T
HIGH
15:46
Apr 29
TheValueist Founder, Atlas Peak Research
Long memory semicap and memory suppliers as AI-driven shortages extend capex visibility into 2027/2028, supporting pricing and order momentum.
8035.T
HIGH

About 8035.T Analyst Coverage

Buzzberg tracks 8035.T (Tokyo Electron Limited) across 1 sources. 0 bullish vs 0 bearish calls from 1 analysts. Sentiment: evenly split. 3 total trade ideas tracked.