Tokyo Electron (ADR)
TOELYQ3 2021(TOELY Q1 FY2022)Estimated20% AI
AI Revenue %
20%
AI Fair Value
$5.2B
AI Revenue (Q)
$750.0M
Total Revenue (Q)
$3.8B
Analysis
Early AI chip ramp; advanced logic ~15% of equipment sales, HBM negligible. ~20%.
Analyzed by claude-opus-4-6
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix