TOELF News and Press, Tokyo Electron Ltd. From 07/15/22

Growth stocks continued to trail value through challenging macro and market conditions but the magnitude of underperformance has been narrowing, supporting Strategy results. To manage through the myriad uncertainties in the current environment, we continue to rely on secular and struc...

Tokyo Electron produces equipment for wafer processing, and has quietly become one of the largest players in the segment. Financial performance is improved over previous industry cyclicality, and is in line with peers. However, multiple factors also indicate that there is an oppor...

The following slide deck was published by Tokyo Electron Limited in conjunction with their 2022 Q1 earnings call. For further details see: Tokyo Electron Limited 2022 Q1 - Results - Earnings Call Presentation

Fisher's 13F portfolio value decreased from ~$179B to ~$165B in Q1 2022. Nvidia, Intuit, Broadcom, Verizon, Uber, AMD, & Meta Platforms were increased while reducing Intel, Walmart, Walt Disney, Cisco, UnitedHealth, Starbucks & Visa this quarter. The top three positions ar...

Fisher’s 13F portfolio value increased from ~$161B to ~$179B in Q4 2021. Amazon, Netflix, Meta Platforms, and PayPal Holdings were increased while reducing Visa, Cisco Systems, Walt Disney, Intel, Wal-Mart, UnitedHealth, and Starbucks this quarter. The top three positions a...

Semiconductors are an important and fast growing sector, but they can be difficult to understand. There are dozens of semiconductor companies that each play a unique role in the ecosystem. This article will deep dive into the semiconductor industry and highlight what I believe are...

Tokyo Electron Limited (TOELF) Q2 2022 Earnings Conference Call November 12, 2021 2:00 AM ET Company Participants Koichi Yatsuda - Investor Relations Toshiki Kawai - Representative Director President and Chief Executive Officer Yoshikazu Nunokawa - Corporate Director, Executive Vice President...

Fisher’s 13F portfolio value increased from ~$159B to ~$161B in Q3 2021. Advanced Micro Devices, Facebook, and Lam Research were increased while reducing Visa this quarter. The top three positions are Apple, Microsoft, and Amazon. They add up to ~14% of the portfolio. ...

Aehr has accumulated significant expertise in the development of solutions to assess reliability screening and stress testing, semiconductor integrated circuits, and sensors among other products. In my view, if the mobility market and the electric vehicle industry explode in the next ...

Fisher’s 13F portfolio value increased from ~$142B to ~$159B in Q2 2021. The Vanguard Intermediate-Term Corporate Bond ETF stake was increased substantially this quarter. The top three positions are Apple, Microsoft, and Amazon. They add up to ~14% of the portfolio. F...