Tokyo Electron: Revenue Growth Recovery Underway
TEL(TOELY) Seeking Alpha·2024-09-10 12:53
BING-JHEN HONG/iStock Editorial via Getty Images In our previous analysis of Tokyo Electron Limited (OTCPK:TOELF), we highlighted the Logic segment of the company could remain the key growth driver, fueled by market expansion and major customers' capital expenditures. We also expected its Memory performance to be supported by stronger growth in DRAM than NAND, and anticipated a positive growth outlook despite supply constraints. In this current analysis, we cover the company again following its performance ...