The Japanese semiconductor equipment manufacturer Tokyo Electron Ltd. Unsponsored ADR is planning to increase sales in the AI sector in the next fiscal year to compensate for the slowdown in its business in China. Senior Vice President Hiroshi Kawamoto stated to the Nikkei News that he hopes to raise the proportion of AI business in wafer manufacturing equipment sales from the current 30% to 40% by the end of the fiscal year in March 2026.

China is the main source of profit for Tokyo Electron Ltd. Unsponsored ADR, which expects that sales in China will account for 50% in the April quarter of this year, with total sales exceeding 950 billion yen, marking a historical high. However, due to tight trade restrictions imposed by the USA, Kawamoto anticipates that the sales proportion for China will drop to about 30% in the next fiscal year, down from the projected 40% for this fiscal year.