Tokyo Electron Limited (8035.T)

Tokyo Electron's price has dropped roughly a tenth in a single week.

What is going on right now?

The stock has fallen sharply and now sits well below where it traded over the past month, several months, and even the past year. A broad decline across Japanese stocks in late October played a role; this was not something specific to the company.

How is the business itself doing?

Tokyo Electron makes the machines that factories use to produce computer chips. Its revenue grew about 33% and its earnings grew about 40%, with nearly 29 cents of every sales dollar kept as operating profit.

What stands out?

The price has come down fast while the company's actual earnings have been climbing quickly, creating a wide gap between the two.

What comes next?

Its next earnings report is due October 30, 2026, and rules around chip exports along with how much memory-chip makers spend on new equipment will shape order flow.