Tokyo Electron (TEL)
Japan's WFE champion — coat/develop track monopoly around lithography
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Full file coming soon. Tokyo Electron (TEL)'s links, deals and figures below are what the graph holds today.Not collected yet: 360, Money, Investors, Market share, People and hiring, Legal, News and events, Earnings calls. Anthropic is the first complete company file (people, investors, legal, hiring, birth to now); other companies follow one at a time. Open Anthropic's file
Overview
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L4 Tools · Equipment · 8035.T · Japan (Tokyo)
Tokyo Electron (TEL)
Japan's WFE champion — coat/develop track monopoly around lithography
- Links
- 8
- Deals from filings
- 0
- Exposed if it fails
- 4
- 48 within 2 steps
- It depends on
- 1
- 1 within 2 steps
No company file yet: revenue, customers and other figures appear here once they are taken from its filings.
What it is
Tokyo Electron is the largest Japanese semiconductor equipment maker and a top-4 global WFE supplier, with dominant share in coater/developer (track) systems that partner directly with ASML scanners in every EUV and DUV litho cell. It also supplies etch, deposition, cleaning, and test tools. Its near-monopoly in advanced coat/develop tracks makes TEL a critical adjunct to the lithography step, and it is subject to Japan's coordinated export controls on advanced tools to China.
Key facts
from its map entry- Track (coat/develop) share
- ~90% of advanced market
- Rank
- Top-4 WFE, #1 in Japan
- Also supplies
- Etch, deposition, cleaning
Pick a link to move the graph there: · · · · · ·
Connections8 links
Pulled 28 Oct 2026 · AI Systems Map links
Its suppliers
1Who depends on it
4Partners
1Policy
1Compare two: what Tokyo Electron (TEL) shares with another entity
Pick a second entity to see their direct links, the suppliers, backers, rivals and regulators they share, and the deals with the same parties. The graph lights the same set.
Data sources2 sources
| Source | Feeds | Data dated | Pulled | Pulled again | Status |
|---|---|---|---|---|---|
| Market quote (Yahoo Finance, unofficial) | 360 | 30 Oct 2026 | 30 Oct 2026, 12:46 EDT | daily | fresh |
| AI Systems Map links8 links; built July 2026, deals re-checked against filings 27 to 28 Oct 2026 | Connections | · | 28 Oct 2026 | when the map is reviewed | hand-built; deals checked against filings |
Times are New York time. Free sources are pulled on the schedule shown by the pipeline runner (data/corpus/run_pipelines.py), which logs every run; paid sources run only with the owner's yes; filings and newsroom pages are re-read when a new document is filed.
Links come from the AI Systems Map ontology. Deals carry the filing's own wording and a quote, checked against the document; latest source 2026-10-26. Not investment advice.