Will Japan Be the Biggest Winner In the Chips Manufacturing Arms Race? Tokyo Electron Stock 2024
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- เผยแพร่เมื่อ 10 มิ.ย. 2024
- Watch our video: "Investing in Semiconductor Manufacturing Equipment Stocks: The Ultimate 2024 Guide" 👉 • AI Supercycle: Your Ul...
We love talking about the “Fab Five” here at Chip Stock Investor, and not just because we investors have made some serious coin from owning these top semiconductor stocks. However, while we talk a lot about ASML, Applied Materials (AMAT), Lam Research (LRCX), and KLA Corp (KLAC), we haven’t done a proper video on the other member of the Fab Five: Tokyo Electron (TOELY).
Japan is emerging as a top winner from the chip manufacturing race, so it’s time that Tokyo Electron gets some attention. For our investor friends in Japan, you are likely already very familiar with one of the country’s largest companies. As AI hype continues, this business is only gaining in importance. Let’s get the rest of the world up to speed, shall we?
Tokyo Electron has been a wonderful investment, and there is a path to further gains. Nick and Kasey delve into the company’s history, its critical position as a supplier of semiconductor manufacturing equipment, and the stellar financial performance. They also discuss their current holdings in chip equipment, and their current view on Tokyo Electron stock after a massive rally in the last year.
Videos referenced:
Nick's discussion of Japan's dominance last year:
• Japan's $54 Billion Be...
Asianometry video: • Why is TSMC Doing Bett...
Lam Research - • 1 Chip Manufacturing S... , • The Best Way to Invest...
Aehr Test Systems - • A New Semiconductor Re... , • Aehr Test Systems Stoc...
Axcelis Technologies - • Sell This Top Semicond...
Applied Materials and ASML - • ASML Stock Is Too Expe... , • Hot Stocks 2024: Semic...
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Chapters:
00:00 Exploring Japan's Rising Dominance in the Global Chip Supply Chain
00:34 Introduction to Tokyo Electron: The Unsung Hero of Semiconductor Manufacturing
01:02 The Strategic Importance of Japan in the Semiconductor Industry
04:36 Tokyo Electron's Journey to the Top of the Semiconductor Equipment Market
09:05 Understanding Tokyo Electron's Role and Expertise in Chip Manufacturing
15:51 Financial Insights: Tokyo Electron's Performance and Future Prospects
19:49 Valuation and Investment Perspectives on Tokyo Electron
24:08 Concluding Thoughts and Future Outlook for Tokyo Electron and Japan's Semiconductor Industry
Content in this video is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal.
#tokyoelectron #japan #japansemiconductors #semiconductors #chips #investing #stocks #finance #financeeducation #silicon #artificialintelligence #ai #financeeducation #chipstocks #finance #stocks #investing #investor #financeeducation #stockmarket #chipstockinvestor #fablesschipdesign #chipmanufacturing #semiconductormanufacturing #semiconductorstocks
Nick and Kasey own shares of ASML, Applied Materials, KLA Corp and Lam Research.
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How about Lazertec in Japan, mast chip inspection.
Tokyo electron's new NAND etching equipment is set to disrupt LAM research's monopoly on those. I read Samsung is already shipping their machines. It would eat away 15% of Lam research's share in this process
Great to hear that u guys watch Asianometry as well. I've been watching his videos for 2 or 3 yrs. Awesome channel! I have Chip War in my wishlist in Audible. Can't wait to give it a listen.
Great vid as always
Cheers 🍻
Thank you, much appreciated! We love Asianometry, super informative content, and the dry wit is top notch!
Thank you ❤
Thanks you!💯
TSMC is the semiconductor king😎 The Japanese provided a lot of support and welcomed TSMC with open hands, whereas the US government...
Couple other Japanese chip or chip-related companies that aren't covered much Rohm and Ajinomoto - I think these would be interesting to look into
Great insights! I was looking at the company from a different angle. If Japan doesn't impose export restrictions with China, Tokyo Election would have a pretty unfair advantage over its competitors from the US
This is true. This far, it seems there has been Collab between US, Japan, Netherlands, etc, but that could obviously change real quick. Either way, we are TEL having some key advantages.
Can you look at ASM? (not ASML). They focus on ALD equipment which will be used more often in advanced process nodes.
Great content as always, what are your thoughts on ONON results after earning?
We addressed that on our Discord yesterday, we might be able to do a video at some point
Love your channel.
How are TOELY and TOELF different? Aside from radically different prices, what are the benefits of buying TOELY over TOELY?
Good question. OTC stocks ending in a "Y" are typically an ADR. Those ending in an "F" are the foreign listed shares trading OTC. international.schwab.com/investment-products/adrs-foreign-ordinaries-canadian-stocks
I have to address this… you said during the video that there was going to be a stock slip on April 1st for this company but it never happened… was it a mistake?!
Qualcomm stock soared from $120s to $170s from last 3 months... i think ALPHABET stock too rebounding from bottom..slowly...
With all respect u look like ER Resident in Netflix is that you 🙂👍
Lol which character?
What is everyone’s opinion of skywater??
Did you see our video last week? th-cam.com/video/tc0SGEXPIdw/w-d-xo.html
The USA should make all of them for ourselves, and never depend on other nations for their supplies
USA isn’t that smart.
You want to turn back globalization? Then good luck selling the end product to foreign countries 😉
Intel.
Will their chips be powered by their own inherent radioactivity?