TEL coater segment seen growing >50% next year, far above record 43% in FY2022
zephyr_z9 · x · 2026-11-07
Citing Tokyo Electron's FY2027 Q2 earnings call Q&A, this post argues semiconductor capex can be read largely from two indicators: ASML's lithography tools and TEL's coater/developer systems. Key datapoint: TEL's coater segment's record YoY growth was 43% in FY2022, and the company expects growth well above 50% next year — a signal of accelerating demand from advanced nodes and packaging.
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