Securities Report - 63rd Fiscal Period (2025/04/01 - 2026/03/31)

Tokyo Electron Limited Securities Report - 63rd Fiscal Period (2025/04/01 - 2026/03/31)

This document is the Securities Report submitted by Tokyo Electron Limited pursuant to the Financial Instruments and Exchange Act, containing information on the company's business performance, financial condition, and management policies for the 63rd fiscal period (April 1, 2025 to March 31, 2026). The purpose of this report is to ensure transparency in corporate management and to support informed investment decisions by investors and other stakeholders.

The company operates globally in the design, development, manufacturing, sales, and service of semiconductor production equipment, supplying process tools to major semiconductor fabs worldwide. Core products include deposition systems (CVD, ALD), etching systems, cleaning systems, and thermal processing systems, all of which play essential roles in the manufacturing of advanced logic and memory devices.

Regarding the business environment in the 63rd fiscal period, demand for high-performance semiconductors is rising due to the expansion of AI and data center applications. However, challenges such as geopolitical risks, supply chain constraints, and the accelerating pace of technological change remain. To address these, the company continues to invest in R&D, strengthen its global production network, and advance sustainability initiatives.

In terms of financial outlook, year-on-year revenue growth is expected, driven by demand for extreme ultraviolet (EUV) lithography-compatible equipment and next-generation 3D NAND etching systems. The company is focusing on cost structure optimization and productivity improvements to maintain and enhance profit margins.

For medium- to long-term strategy, the company emphasizes sustaining technological leadership, advancing digital transformation (DX), deepening ESG management, and cultivating talent. Notably, AI-driven manufacturing enhancements and initiatives toward carbon neutrality are key focus areas.

This report is publicly available on the company's official website and through Japan's Financial Services Agency EDINET (Electronic Disclosure for Investors' NETwork). Detailed financial data and management strategies can be accessed by investors and analysts. Quarterly earnings materials and IR presentations are also updated regularly.