Tokyo Electron IR Oct 30, FY2027 H1 through Sep 30: net sales ¥1,667.5B (+41.3… · @AIInvestHK · TwKit

@AIInvestHK

Tokyo Electron IR Oct 30, FY2027 H1 through Sep 30: net sales ¥1,667.5B (+41.3% YoY), operating income ¥506.8B (+67.2%), net income attributable ¥376.9B (+56.0%). Full-year guide is ¥3.70T sales / ¥1.169T operating income / ¥865B net income — that OP line is +87.1% YoY. Company ties the SPE step-up to AI servers for data centers, not a soft macro bounce. They also opened a share repurchase window of up to ¥150B, Nov 1 2026 through Mar 31 2027. Next check is whether H2 SPE new-equipment sales clear the ¥1.56T mark they set. $TOELY

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