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(Bloomberg) – Tokyo Electron Ltd. Lowered his prediction for the market for silicon wanders, which contributed to a mixed image around increased AI expenditure.
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Shares in the Japanese supplier of Taiwan Semiconductor Manufacturing Co. (TSM) and Samsung Electronics Co. (SSNLF) On Friday no less than 4.6% fell after the overwhelming prediction, despite better than expected income. Tokyo Electron had previously led to double digit growth for the wider market in 2025, but on Thursday the company said it expected that the sale is in accordance with 2024. That is partly due to accelerated deliveries to Chinese customers in 2024, what is possible lead to a silence in investments from China in the current year, the company said.
Tokyo Electron, one of the handfully important chip -speed manufacturers, is closely monitored as an indicator for future expenditure for chips used for the development of artificial intelligence. In the quarter of December, it raised an operating result of ¥ 199.6 billion ($ 1.3 billion) by selling machines used to prepare silicon waffles, etching and clean silicon waffles that in memory or logical chips are cut. That had risen 51% compared to the previous year and compared to the average of the estimates of the analysts of ¥ 174 billion. The sale also defeated expectations, but Tokyo Electron did not increase its income prospects, such as Corpatriot Advantest Corp. had done a week earlier.
Indications of Supply Chain players are mixed because the Dutch lithography supplier ASML Holding NV reported a surprisingly high number of orders, while Arm Holdings PLC and Advanced Micro Devices Inc. Cautious predictions indicated that contribute to doubts about the sustainability of lushness of opulence spending on AI.
Tokyo Electron also outlined plans to build a factory of ¥ 104 billion in the prefecture Miyagi, which extended its capacity at a time when customers such as Samsung, TSMC and SK Hynix Inc. (HXSCL) have said that they intend to continue to spend on waffle processing. Many of the investments in 2025 will come from those advanced logical makers and memory producers with a high bandwidth that hurry to meet the demand for AI-Server, said Tosyo Electron Chief Executive Officer Toshiki Kawai during a win.
That is while the company expects the purchases of chip equipment from Chinese customers to slow down, especially among newcomers on making chips, the CEO said. China is expected to be a percentage in the mid -1930s turnover of Tokyo Electron in the business year from April, compared to more than 40% in the current financial year. “We cannot deny that we have been affected” by American limitations on the export of chip-related technologies and other geopolitical factors, Kawai said.
