如果您希望可以时常见面，欢迎标星收藏哦~ 日本芯片设备巨擘TEL在2月6日公布财报数据指出，随着AI伺服器用半导体需求急速扩大，带动 先进逻辑和DRAM投资大幅增加，2026年全球芯片前段制程制造设备(晶圆厂设备；WFE、Wafer Fab Equipment)市场规模预估将成长15%以上。 TEL表示，在DRAM领域，除了HBM外、通用型 DRAM投资激增。 日本晶圆切割机大厂DISCO 1月21日公布财报数据指出，本季(2026年1-3月)可用来反映客户投资 意愿的出货额预估将年增26%至1,169亿日圆，季度别出货额将续创历史新高纪录。 SEAJ 1月15日公布预估报告指出，因台湾晶圆代工厂(台积电)的2奈米(GAA)投资全面展开、加上 以HBM为中心的DRAM投资稳健，因此2025年度(2025年4月-2026年3月)日本制芯片设备销售额 (指日系企业于日本国内及海外的设备销售额)自前次(2025年7月)预估的4兆8,634亿日圆上修至4兆 9,111亿日圆、将较2024年度增加3.0%，年度别销售额将连续第2年创下历史新高纪录。 2026 年 度 日 本 芯 片 设 备 销 售 额 自 前 次 预 ...

Core Viewpoint - The demand for AI-related equipment is driving significant growth for Tokyo Electron Limited (TEL), leading to an upward revision of its financial forecasts for the fiscal year 2025, surpassing market expectations [2][3]. Financial Performance - TEL revised its consolidated revenue target for the fiscal year 2025 from 2.35 trillion yen to 2.38 trillion yen, reflecting a year-on-year decrease of 2.1% [2]. - The consolidated operating profit target was adjusted from 570 billion yen to 586 billion yen, representing a year-on-year decline of 16.0% [2]. - The consolidated net profit target was increased from 444 billion yen to 488 billion yen, indicating a year-on-year decrease of 10.3% [2]. - For the last quarter (July-September 2025), TEL reported a consolidated revenue growth of 11.2% year-on-year to 630 billion yen, with operating profit increasing by 6.9% to 158.4 billion yen, and net profit rising by 5.2% to 123.8 billion yen [3]. Market Trends - The global market size for wafer fab equipment is maintained at the previous estimate of 115 billion USD, driven by investments in advanced logic chips and DRAM for AI applications, with a recovery trend in NAND Flash [3]. - The strong demand for AI server equipment is expected to continue driving investments in advanced semiconductors [3]. Regional Sales Performance - TEL's revenue in the Japanese market slightly increased by 0.6% year-on-year to 52.9 billion yen, accounting for 8.4% of total revenue [4]. - Revenue in North America plummeted by 52% to 38.4 billion yen, representing 6.1% of total revenue [4]. - European revenue decreased by 55% to 10.8 billion yen, making up 1.7% of total revenue [4]. - South Korean revenue surged by 67% to 132.5 billion yen, contributing 21.1% to total revenue [4]. - Taiwanese revenue increased by 59% to 119.7 billion yen, accounting for 19.0% of total revenue [4]. - Revenue from China grew by 9% to 254.1 billion yen, representing 40.3% of total revenue [4]. - Revenue from Southeast Asia and other markets slightly increased by 0.5% to 21.3 billion yen, making up 3.4% of total revenue [4].