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Tokyo Electron Kyushu President Kaoru Shiraishi forecasts rapid expansion for AI chip equipment by late 2025
Thursday, April 2, 2026 at 08:04 PM
Tokyo Electron Kyushu President Kaoru Shiraishi expects a significant expansion in demand for AI semiconductor equipment by the end of 2025. This growth is driven by the increasing infrastructure requirements for generative AI and advanced chip manufacturing processes.
Context
Tokyo Electron (TEL) Kyushu President Kaoru Shiraishi has forecasted a rapid expansion in demand for AI-related chip equipment by late 2025, according to reports from Nikkei. Shiraishi anticipates that the proliferation of generative AI will drive a significant surge in orders for specialized tools, specifically targeting advanced packaging and high-bandwidth memory (HBM) production. This outlook aligns with the company's recent infrastructure expansion, including the October 2025 completion of a new Process Development Building in Koshi-shi, Kumamoto, designed to accelerate the development of wafer bonders and cleaning systems. While the exact quote could not be independently verified through English-language primary filings, it reflects TEL's broader strategy to capture a growing share of the AI server market, which bolstered the company's record 47.1% gross profit margin in fiscal 2025. This projected growth serves as a critical offset to weakening demand in China, where TEL saw revenue share drop from 49.9% to 38.6% over the past year due to tightening export controls and shifting trade dynamics.
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