Tokyo Electron — Supply Chain & Business Relationships

Every relationship below is sourced to a verbatim quote from a public company filing that names the counterparty, with a one-click link to the original document.

Click a company to open its map · drag to explore · hover a line to read the source quote. Green = supplies · orange dashed = competes · blue = partners · purple = ownership · grey dashed = suspended · how to read this data.

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2 customers2 competitors3 source filings

Where it sits in the AI-server chain

The stages where a filing quote places this company on the AI-server chain.

Equipment

Customers (companies it supplies)

Supplies to → Samsung

Filed 2026-03-31 · 143 days ago

“なお、主な相手先別の販売実績及び当該販売実績の総販売実績に対する割合は以下のとおりであります。 … Samsung Electronics Co., Ltd. 368,079 15.1”
— Tokyo Electron Limited Annual securities report, filed 2026-03-31 EDINET (Statutory Japanese annual securities report; quote in the original Japanese) · View source filing ↗
“3. Major customer information (Millions of yen) Name of customer Net sales Samsung Electronics Co., Ltd. 368,079 Taiwan Semiconductor Manufacturing Company Ltd. 315,813 (Note) The amount includes sales to the customer and its subsidiaries.”
— Tokyo Electron Consolidated Financial Statements FY2026 (official English translation) · View source filing ↗
(Official English translation published by the company; the Japanese original prevails)

Supplies to → TSMC

Filed 2026-03-31 · 143 days ago

“なお、主な相手先別の販売実績及び当該販売実績の総販売実績に対する割合は以下のとおりであります。 … Taiwan Semiconductor Manufacturing Company Ltd. 315,813 12.9”
— Tokyo Electron Limited Annual securities report, filed 2026-03-31 EDINET (Statutory Japanese annual securities report; quote in the original Japanese) · View source filing ↗
“3. Major customer information (Millions of yen) Name of customer Net sales Samsung Electronics Co., Ltd. 368,079 Taiwan Semiconductor Manufacturing Company Ltd. 315,813 (Note) The amount includes sales to the customer and its subsidiaries.”
— Tokyo Electron Consolidated Financial Statements FY2026 (official English translation) · View source filing ↗
(Official English translation published by the company; the Japanese original prevails)

Competitors

Competes with ↔ Lam Research

Filed 2026-08-07 · 14 days ago

“In the etch market, our primary competitors are Applied Materials, Inc.; Hitachi, Ltd.; and Tokyo Electron, Ltd.”
— LRCX 10-K, filed 2026-08-07 EDGAR · View source filing ↗

Competes with ↔ FormFactor

Filed 2026-02-20 · 182 days ago

“Our primary competitors in the probe station market are MPI Corporation, Shenzhen Senmeixieer Technology Co., Ltd (“Semishare”), STAr Technologies, Inc., Tokyo Electron Limited (“TEL”), and Wentworth Laboratories, Inc.”
— FORM 10-K, filed 2026-02-20 EDGAR · View source filing ↗