• Tokyo Electron’s Q1 FY2027 earnings briefing Q&A drew investors and analysts; management lifted its WFE outlook to CY2026: USD 150 billion+ and CY2027: USD 190 billion+.
• Management flagged a CY2026 mix shift to 60% logic and 40% memory; projected YoY growth of 30%+ in DRAM, 40%+ in NAND, 15%+ in logic.
• USD 150 billion+ framing reflected supply-chain and industry capacity constraints; USD 190 billion+ seen as a floor, with USD 200 billion not inconsistent.
• The CFO said JPY 1 trillion operating profit is coming into view for FY2027; Q2 margin pressure tied to mix and higher fixed costs.
• Price optimization expected to start contributing in H2, with effects most visible in Q4; prior market-share slippage attributed mainly to FX swings.

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