Tokyo Electron plans to expand despite suspicions of spending on artificial intelligence

(Bloomberg) – Tokyo Electron Ltd. confirmed. Again, her annual outlook and set her plans to build a factory of 104 billion yen ($ 681 million), indicating that she expects sustainable spending on artificial intelligence.

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The company, one of a handful of major gear makers in the world, revealed that the expansion after the publication of better profits is expected. The Japanese supplier of Taiwan SemiDuctor Manufacturing Co. And Samsung Electronics Co. Operating profits of 199.6 billion yen in the quarter of December of the sales of machinery used for preparation, drilling and clean silicone shortages that are eventually reduced to memory or logic chips. This increased by 51 % from the previous year and compares the average estimates of analysts of 174 billion yen.

TOKYO Electron, which was closely seen as an indication of future spending on chips used in the development of artificial intelligence, saw it on its outlook, as did the company Compaatriot Advantest Corp a week ago. Indicators of the supply chain players were mixed, as the Dutch Stone Supplier ASML HOLDING NV reported a large number of requests amazingly while the Arm Holdings PLC and Advanced Micro Devices gave cautious expectations added to doubts about the sustainability of the free direction to spend freedom in the market.

Tokyo Electron’s move to expand the capacity with a factory in Miaji Governorate, northeast of Japan, reflects the demand from customers such as Samsung, TSMC and SK Hynix Inc. , Which indicated that it will continue to spend the high spending on the tools used to process numbers in semiconductors. A large part of the investment in 2025 will come from advanced logic makers and high -scale memory makers who are in a hurry to meet the demand for the artificial intelligence server, said Tushiki Kawai, CEO of Tokyo Electron, said in a profit calling call.

He said that while the company expects to calm down the purchase of chips tools by Chinese customers, especially among the new expatriates for manufacturing. He said that China is expected to constitute a percentage in the mid -thirties of Tokyo Electron sales in the commercial year starting in April, which decreased from more than 40 % in the current fiscal year. “We cannot deny that we are influenced” through our restrictions on the exports of technologies related to chips and other geopolitical factors, “said Kawai.

The Chinese form for the low -cost Deepseek creation and the open source of concern that the technology sector will face a much more competition than the prices and the lowest revenue for the likes of NVIDIA Corp. It was expected previously. However, the leaders of the artificial intelligence industry have argued that the cheapest artificial intelligence models will mean more newcomers who support the demand for the long -term Amnesty International Infrastructure.

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