東京エレクトロン デバイス executive denies AI data center supply priority

Tokyo Electron Device is a technical trading company split off from semiconductor equipment maker Tokyo Electron, handling sales and manufacturing of semiconductors and electronic devices in its EC segment, plus network, security and maintenance services in its CN segment. Its interim results for the fiscal year ending March 2027 showed revenue up 30.9% to 125.958 billion yen, operating profit up 114.0% to 7.621 billion yen, and net profit up 93.7% to 4.998 billion yen. The EC segment drove much of this, with segment profit up 321.5%, and president Takayoshi Miyamoto attributed the gain to strong industrial equipment, especially semiconductor manufacturing-related sales.

At the briefing, Hasegawa fielded questions on whether AI demand is shifting from GPUs to CPUs. He described a change in the ratio of processors to GPUs: from 1–2 processors per 10 GPUs to 5–6 per 10 GPUs as generative AI computing such as AI agents spreads. He also noted growing interest in edge AI, particularly for manufacturing and inspection equipment, where the company's processors and support services could see more demand.

The company raised its full-year net profit forecast 17.0% to 11.0 billion yen after the interim results, a signal that management expects the current demand environment to hold.