Manufacturer expects boon from etching equipment for chips used in data centers

20260108N Tokyo Electron

Tokyo Electron is spending heavily to ride the supercycle, anticipating greater demand for its chipmaking equipment amid a growing appetite for high-performance memory. (Tokyo Electron)

KENSHO MOTOWAKI

January 9, 2026 05:59 JST

TOKYO — With sky-high prices expected to fuel a surge in memory production to meet growing demand for AI servers, chipmaking equipment manufacturer Tokyo Electron is poised to reap the benefits of record levels of capital investment and research and development spending.