Tokyo Electron is the dominant supplier of coater/developer and thermal processing tools, with monopoly-like share in EUV track. Japan's export control alignment with US has been less restrictive than feared, preserving China revenue. Yen weakness boosts reported earnings power. Rapidus Hokkaido fab buildout creates a domestic megacustomer.
| Ticker | Company | Score | Gap | Signal Δ | Action |
|---|---|---|---|---|---|
| ON | ON Semiconductor Corporation | 59 | -12% | ↓5% | AVOID |
| AMD | Advanced Micro Devices, Inc. | 59 | +14% | ↓5% | EARLY |
| TSM | Taiwan Semiconductor Manufacturing Company | 59 | +12% | ↓5% | NEUTRAL |
| MU | Micron Technology, Inc. | 59 | +16% | ↓5% | EARLY |
| ONTO | Onto Innovation Inc. | 59 | +17% | ↓5% | EARLY |
| STM | STMicroelectronics N.V. | 59 | +12% | ↓5% | NEUTRAL |
| AMAT | Applied Materials, Inc. | 59 | +14% | ↓5% | EARLY |
Rapidus 2nm pilot line places largest-ever TEL order
TEL EUV track share remains above 95% at TSMC and Samsung
Japan export controls on China narrower than expected
Estimates · Yahoo Finance · Not audited figures