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Tokyo Electron (8035.T) — chart, structure and Closelook read

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Company snapshot — Tokyo Electron

8035.T in five paragraphs: what it makes and sells, where it sits in the Closelook stack, who it is priced against, why we track it, what we watch. Research diary, not advice.

What it does
Tokyo Electron makes the equipment used inside chip fabs to deposit, etch and coat semiconductor wafers, including a near-monopoly position in coater/developer systems used with lithography. It also supplies etch, deposition and cleaning tools bought by foundries and memory makers worldwide. The company is based in Tokyo and sells to the same customer base as the other big equipment makers.
Where it sits in the stack
In our Rubin Build-Out 100 index, Tokyo Electron sits in Layer 2, Fabrication, within the Deposition, Etch & Process sleeve — the process-equipment vendors whose tools every fab orders in bulk. It is a supplier constraint on fab capacity itself: new capacity cannot come online without its coater/developer, etch and deposition tools installed first.
Who it is priced against
Closelook's peer group places it with the other semiconductor equipment leaders — ASML, Applied Materials, Lam Research, KLA and ASM International — the set the market prices it against rather than a broader sector list.
Why Closelook tracks it
It is a Rubin Build-Out 100 constituent and carries a Closelook score, though only one module has been scored so far, so the overall read is still being built. The diary has quoted it in a dossier on the chip constraint chain, a report on early-cycle equipment names, and a Morning 10 note tracking it alongside Asian chip peers.
What the diary watches
Whether coater/developer orders keep tracking new fab announcements, and whether Tokyo Electron continues to move in step with the American equipment names when their shares move first.

Tokyo Electron (8035.T) trades on the TSE exchange in Japan, and sits in Layer 2 of the build-out stack. Constituent of Rubin Build-Out 100.

Written from the company’s public profile and Closelook’s own readings, 2026-09-17. Descriptive, refreshed with the registry; corrections welcome via the imprint. closelook.net is an investment research diary — market structure, index membership and scores are our own readings, not investment advice. Related: index compare · sector dispersion · scanner.

Signals for this name

Every Closelook reading that exists for 8035.T, from the same nightly bakes the boards use. Research diary readings, not advice.

Who it is priced against Semiconductor equipment leaders · 5 names with week and year-to-date

Peer group

Semiconductor equipment leaders

Curated competitor set — who the market prices this name against, not just who shares its sector.

Compared against 8035.T on the nightly bakes; the Peers tab ranks the cohort on the Closelook scores where it exists.

Versus its index Rubin Build-Out 100 — the name, its sleeve and the index over day, week and month

Versus its index

The name against its Closelook index and its own sleeve — equal-weight, nightly closes.

Rubin Build-Out 100 · as of 2026-09-17

DayWeekMonth3 months
8035.T−1.4%−3.5%−6.8%−33.0%
Deposition, Etch & Process+0.8%−5.7%−6.8%—
Rubin Build-Out 100+1.5%−2.2%−2.9%—

Against the index: 1.3 pts behind on the week, 3.9 pts behind on the month; against its Deposition, Etch & Process sleeve in line on the month.

Returns from the index workers’ nightly closes; equal-weight sleeves. A relative reading from the research diary, not advice.

Weather around the name 3 macro readings: Money Temperature, Factor regime, Sovereign pressure

The weather around this name

Macro readings that apply by membership — the regime, the factor tape, the sector cell, the funding backdrop.

  • Money Temperature Composite 55/100 · S&P 500 fund at 58, above its 50- and 200-day averagesEight instruments scored on position, momentum, volume, volatility and fragility — the regime every name trades inside. Temperature lab → 2026-09-17
  • Factor regime Momentum leading — risk appetite buildingMomentum against low volatility (SPMO / SPLV): above its 50-day trend, 94th percentile of the window, +2.7% over 20 sessions. Factor regime → 2026-09-17
  • Sovereign pressure Index 0.00 · down 0.41 over 21 sessionsG7 long-end yields, 10s30s and the slope — the funding weather for every balance sheet on this site. Sovereign pressure → 2026-09-17

FAQ · from the current data · as of 2026-09-18

Quick answers

What is Tokyo Electron (8035.T)?

Tokyo Electron trades as 8035.T on the TSE exchange (Japan) in the Closelook research universe, as of the registry build of 2026-09-18.

Is 8035.T in a Closelook index?

Yes — Tokyo Electron is a constituent of Rubin Build-Out 100, as of 2026-09-18.

Where does 8035.T trade against its moving averages?

Up 4.2% at the close: one of the day's strongest moves. As of 2026-09-18 — a technical state from the nightly Closelook bake, not advice. The Technical tab carries the full row.

How is 8035.T doing against its Closelook index?

Over the past month Tokyo Electron is −6.8% against −2.9% for the Rubin Build-Out 100 — 3.9 points behind its index, as of 2026-09-17. Its Deposition, Etch & Process sleeve is −6.8% over the same month. The “Versus its index” table on this page carries the day, the week and the month for the name, its sleeve and the index.

What does Tokyo Electron do?

Tokyo Electron makes the equipment used inside chip fabs to deposit, etch and coat semiconductor wafers, including a near-monopoly position in coater/developer systems used with lithography. It also supplies etch, deposition and cleaning tools bought by foundries and memory makers worldwide. The company is based in Tokyo and sells to the same customer base as the other big equipment makers. Closelook's peer group places it with the other semiconductor equipment leaders — ASML, Applied Materials, Lam Research, KLA and ASM International — the set the market prices it against rather than a broader sector list.

Where does Tokyo Electron sit in the AI build-out?

In our Rubin Build-Out 100 index, Tokyo Electron sits in Layer 2, Fabrication, within the Deposition, Etch & Process sleeve — the process-equipment vendors whose tools every fab orders in bulk. It is a supplier constraint on fab capacity itself: new capacity cannot come online without its coater/developer, etch and deposition tools installed first. It is a Rubin Build-Out 100 constituent and carries a Closelook score, though only one module has been scored so far, so the overall read is still being built. The diary has quoted it in a dossier on the chip constraint chain, a report on early-cycle equipment names, and a Morning 10 note tracking it alongside Asian chip peers.

Where has Closelook written about Tokyo Electron?

Tokyo Electron appears in 10 Closelook pieces, most recently Morning 10: Yen — the Bank of Japan hikes and the dollar holds 157: the carry trade pays, the lines held, chips +3.4% over $505 (2026-09-18); Morning 10: Rates — the Fed hikes and the 10-year closes above 5%: the belly sold, the relief unwound, chips back under $505 (2026-09-17); Morning 10: AI trade — sellers of compute sold, buyers bought: chips −5.6%, software +5%, SoftBank +7% in Tokyo (2026-09-15). What Closelook said most recently: This morning Tokyo Electron is +4.2% in Tokyo, the Nikkei +1.6% at 65,159, the Kospi +2.8% with SK Hynix +6.0%, the Taiex +1.9%; US futures +0.3%. (Morning 10, 2026-09-18). The "Mentioned on Closelook" block on this page lists the long reads, the reference entries and the dailies that name it.

What does this page show?

A live price chart with SMA overlays and drawing tools for 8035.T, performance metrics, index-membership context and the Closelook structure read — an investment research diary view, not investment advice.

Mentioned on Closelook 10 pieces · newest: Morning 10, “Yen — the Bank of Japan hikes and the dollar holds 157: the carry trade pays, the lines held, chips +3.4% over $505” (2026-09-18)

Mentioned on Closelook

Where 8035.T appears in the diary — 10 pieces, newest first. Every link is our own writing.

Go deeper

Long reads

Dailies

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