TEL(US:TOELY) Zheng Quan Shi Bao Wang·2025-08-01 03:22Group 1 - Tokyo Electron's stock price plummeted 18% to 22,330 yen, marking the largest intraday drop in about a year, following a significant downward revision of its operating profit forecast for the fiscal year ending March 2026 [1][2] - The company revised its operating profit expectation down to 570 billion yen, an 18% decrease from the previous fiscal year, and below market expectations of 719 billion yen [2][3] - The anticipated annual dividend was also reduced from 618 yen to 485 yen, reflecting concerns over potential delays or declines in semiconductor investments this fiscal year [2][3] Group 2 - The semiconductor front-end manufacturing equipment market size has been adjusted downwards by 5% compared to the previous fiscal year, prompting Tokyo Electron to reassess its forecasts [3] - The overall market sentiment in the Asia-Pacific region was negatively impacted, with major indices like the Nikkei and Australian stock index dropping over 1% due to concerns over U.S. "reciprocal tariffs" [1][4] - The U.S. is set to impose a 15% tariff on Japanese products starting August 1, which could lead to a 0.5% decline in Japan's GDP, raising fears of trade protectionism and its potential impact on global economic growth [4]