Movement Alert｜Tokyo Electron Falls 3.8% in Regular Trading, Historic Decline in China Sales Weighs on Stock

Market Focus06-26

On June 26, Tokyo Electron fell 3.8% in regular trading, trading at $224.24/share, with turnover of $17.17 million.

On the news front, Japan's five major chip equipment makers reported their first-ever annual decline in China sales, with combined revenue of 1.47 trillion yen, down 12% year-over-year. Tokyo Electron was hit particularly hard, with its China sales ratio dropping to 27% in the January-March quarter, down 7 percentage points year-over-year and sharply below its peak of 50%. Front-end process equipment manufacturers suffered even steeper losses, with Tokyo Electron and peers seeing combined China sales decline nearly 20%.

The decline reflects accelerating semiconductor equipment localization in China, where domestic production rates have doubled over four years. Companies such as Naura Technology and AMEC are steadily capturing market share from foreign suppliers, with Beijing mandating over 50% domestic procurement for new fab lines.

The broader semiconductor equipment sector traded sharply lower, with Lam Research down 6.73%, Applied Materials down 6.01%, KLA-Tencor down 5.05%, Teradyne down 8.97%, and ASML down 3.88%.

(The above content is based on publicly available market information, generated by a program or algorithm, and is intended solely as a stock movement alert. It does not constitute investment advice or a basis for trading decisions.)

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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