Tokyo Electron (8035.T) — Technical state

Long reads

• Where to Invest in the AI Chip Constraint ChainDossier · $29 · 3 Mar 2026Tokyo Electron's coater/developer monopoly scales with every new fab.
• Nvidia Ecosystem — Wave 1: The ‘Stacking’ PeakReport · 20 Feb 2026Leading Indicator Alert Tier III manufacturing equipment companies — SUSS MicroTec, Tokyo Electron, Camtek — get paid 2 quarters before NVIDIA ships.

Dailies

• ASML — record €11.7 billion quarter and sold out into 2028; inflation at 12:30 UTCMorning 10 · 14 Oct 2026SoftBank Group gains 2.5% and Advantest 1.7%, while Tokyo Electron slips 1.0% and memory maker Kioxia 2.5%.
• Storage — Seagate −9.2%, Western Digital −6.9% on a record day for the S&P 500 and the NasdaqMorning 10 · 7 Oct 2026Tokyo's equipment and testing names followed overnight: Tokyo Electron fell 1.8% to ¥12,580, Advantest fell 1.3% to ¥41,290.
• Nasdaq — record close at 27,477 while the chip funds sit 5–15% below their June peaksMorning 10 · 6 Oct 2026The chip-testing maker Advantest gained 3.8% to ¥41,850 and Tokyo Electron 0.7% to ¥12,850.
• Asia — Nikkei back near 70,000, Taiwan +2.4%; euro at a 17-month low, US futures slightly lowerMorning 10 · 5 Oct 2026Friday's weak jobs report took a Fed rate hike off the table for now, and Asia bought the chip makers: Tokyo Electron +5.0%, Advantest +3.6%, TSMC +2.6%.
• Rates — the 30-year hits its highest since 2004; Oracle and Arm sold, Meta and Intel bought, Nasdaq ends flatMorning 10 · 25 Sept 2026Overnight, Tokyo rose 1.3% with Tokyo Electron up 4.6%, the yen firmed to 158.18, and Hong Kong fell 1.4% to a two-month low after a Trump-Xi meeting that produced warm words and two pandas but few concrete results.
• Rates — the 10-year closes at 5.11% and the 5-year hits 5%; Tokyo reopens higher, chip-equipment makers leadMorning 10 · 24 Sept 2026Tokyo reopened higher after three days of holidays: Nikkei 225 65,737.89 (+1.11%) at 06:10 UTC against its 18 September close; Advantest +3.65%, Tokyo Electron +2.03%, SoftBank +1.55%; Toyota -1.52%, MUFG -0.94%
• Asian Chips — Korea’s chip exports more than tripled and the Kospi touched 7,000, with Tokyo shutMorning 10 · 21 Sept 2026
• Expiry Friday — the equipment names join at last: Applied +4.4%, Lam +5.2%, memory ETF over $58, 10-year back at 5%Midday 10 · 18 Sept 2026Tokyo Electron closed +4.2% overnight, so the equipment side joined in Tokyo first and in New York second.