Tokyo Electron (8035.JP) — market event timeline
NashNova tracks 3 market events mentioning Tokyo Electron (8035.JP) between 2026-06-11 and 2026-06-15, each with a dated one-line analysis of how the event relates to the asset.
- Bernstein: Japanese Semiconductor Equipment Entering a Systematic Price Hike Cycle
Central player in this story. If its three-phase pricing strategy materializes, gross margins could be revised upward from 48% to above 50%, making it a direct beneficiary.
- SK Hynix to Mass-Produce 375-Layer NAND by Year-End, U.S. Stock Listing Could Land as Early as August
SK Hynix has selected TEL's furnace-type molybdenum deposition equipment for its 375-layer NAND, making TEL a direct equipment supplier.
- SK Hynix Rarely Raises Equipment Procurement Prices, Supplier Price Hikes of 3%-4%
One of SK Hynix's core equipment suppliers; the 3%-4% equipment price increase directly boosts its revenue upside; EWJ can be used as an alternative trade.
For research and information only — not investment advice.