Tokyo Electron QDec25
- Total revenue down -16% q/q and y/y to $3.6B; QMar to grow by 20% q/q- Semiconductor process equipment (SPE) down -19% q/q and -25% y/y to $2.5B; will grow by 31% q/q in QMar- FY26 (ends in Mar) guidance raised by around $200M- China down by -34% q/q (32% of tot)Source: Sravan Kundojjala
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