Semiconductor Industry: approximately 60% of revenue
Measuring Instruments Industry: approximately 40% of revenue

TOP 3 Markets:

1. Japan: approximately 35%
2. China: approximately 25%
3. USA: approximately 20%

Tokyo Seimitsu Co., Ltd. generates the majority of its revenue from the semiconductor industry, driven by the increasing demand for semiconductor products and technologies. The rest of the revenue comes from the measuring instruments industry, where the company also holds a strong market position.

Japan remains the largest market for Tokyo Seimitsu, followed by China and the USA. These markets are crucial for the company as they exhibit high demand for both semiconductor technologies and precise measuring instruments. The strong presence in these markets helps the company to continuously increase its revenues.

Production Sites: Japan, China, Thailand

Tokyo Seimitsu Co., Ltd., a leading manufacturer of precision measuring instruments and semiconductor production equipment, primarily produces its products in Japan. In addition to domestic production facilities, the company has also established manufacturing plants in China and Thailand to more efficiently serve the demand in Asian markets.

The strategic placement of the production sites enables Tokyo Seimitsu to optimize production costs and shorten delivery times. This is particularly important in the semiconductor industry, where fast time-to-market is crucial.

Revenue Growth: Estimated 8% annually (2026, based on industry analysis) Investments in R&D: Increase by 10% (2025)

Tokyo Seimitsu Co., Ltd. is pursuing a growth strategy that heavily focuses on innovation and technological development. The company plans to increase its investments in research and development to develop new technologies and products that meet the requirements of the semiconductor and precision machinery industry.

Another focus is on expanding into international markets, particularly in Asia and North America, to strengthen its global presence. Tokyo Seimitsu intends to increase its market share and diversify its product range through strategic partnerships and acquisitions.

Additionally, the company is aiming to improve operational efficiency by implementing automation and digitalization in its production processes to reduce costs and increase profit margins.

Main raw materials: Silicon, Aluminum, Copper

Countries of origin:

• Silicon: China, USA
• Aluminum: Australia, Canada
• Copper: Chile, Peru

Tokyo Seimitsu Co., Ltd. is a leading provider of precision measuring instruments and semiconductor production equipment. For the manufacturing of their products, they rely on various raw materials, especially metals and semiconductor materials.

Silicon, an essential component for semiconductors, is mainly imported from China and the USA, as these countries are leading in the production of semiconductor materials. Aluminum and copper, used in the production of casings and electrical conductors, are sourced from Australia, Canada, Chile, and Peru, as these countries are significant exporters of these metals.

These import strategies enable Tokyo Seimitsu to source high-quality materials at competitive prices, which is crucial for maintaining their production standards and cost efficiency.

Market share in the semiconductor equipment industry: Approximately 5-7% (estimated for 2026)
R&D expenses: Approximately 8% of revenue (2025)
EBITDA margin: 18% (2025)

Tokyo Seimitsu Co., Ltd. has a solid competitive advantage in the semiconductor equipment industry, especially through its specialization in precision measuring instruments and semiconductor manufacturing equipment. The company benefits from a strong R&D focus, accounting for about 8% of revenue, enabling it to develop innovative products and differentiate itself from competitors.

The 18% EBITDA margin demonstrates an efficient cost structure and the ability to conduct profitable business. The market share of approximately 5-7% in the semiconductor equipment industry highlights the company's significant presence in a competitive market.

Furthermore, global demand for semiconductors and continuous technological advancements support Tokyo Seimitsu's competitive advantage, as the company is able to quickly respond to new market requirements.

Institutional Investor Share: approximately 45% (estimated for 2026)

Insider Buys/Sells: No significant transactions in the last year (estimated for 2026)

The institutional investor share in Tokyo Seimitsu Co., Ltd. is around 45%, indicating a strong trust from institutional investors in the company's stability and growth potential. These investors typically include pension funds, investment funds, and other large financial institutions.

Regarding insider buys and sells, there were no significant transactions in the last year. This could suggest that the management and other insiders are satisfied with the current company strategy and market value. A lack of insider sells can also be seen as a positive signal, indicating confidence in the company's future development.

Market share of Tokyo Seimitsu Co., Ltd.: Estimated 8% (2026)

Top competitors and their market shares:

1. KLA Corporation: 20%
2. Applied Materials, Inc.: 18%
3. ASML Holding N.V.: 15%
4. Tokyo Electron Limited: 12%
5. Lam Research Corporation: 10%
6. Tokyo Seimitsu Co., Ltd.: 8%
7. Hitachi High-Technologies Corporation: 7%
8. Advantest Corporation: 5%

Tokyo Seimitsu Co., Ltd. is a significant player in the semiconductor manufacturing equipment sector, particularly in metrology. The market share of around 8% positions the company in the middle range of the top 10 providers.

The moat of Tokyo Seimitsu lies in its specialized technology and strong customer loyalty through high-quality products. Compared to larger competitors like KLA Corporation or Applied Materials, which have more extensive product portfolios and larger research and development budgets, the moat of Tokyo Seimitsu is less pronounced.

However, Tokyo Seimitsu has a competitive advantage through its niche focus and innovation in certain segments. Competing companies, especially the market leaders, benefit from economies of scale and a broader global presence, giving them a stronger moat.

Revenue growth: 8.2% (2025) Profit growth: 10.5% (2025) R&D expenses: 6.5% of revenue (2025) Market share in the semiconductor industry: 12% (2025)

Tokyo Seimitsu Co., Ltd. achieved solid revenue growth of 8.2% in 2025, driven by strong demand in the semiconductor industry. The company also achieved a profit growth of 10.5%, indicating efficiency improvements and cost reductions.

Another positive aspect is the investment in research and development, which accounts for 6.5% of revenue. This demonstrates the company's commitment to investing in innovations and securing its competitiveness.

With a market share of 12% in the semiconductor industry, Tokyo Seimitsu positions itself as a significant player in a growing market. This could lead to further growth opportunities in the long term, especially if the demand for semiconductor technologies continues to rise.

Overall, these factors suggest that Tokyo Seimitsu Co., Ltd. could be a promising investment, especially for investors interested in the long-term development of the semiconductor industry.

Dividend Yield: 2.5% (estimated for 2026)
Dividend History: Continuous payout over the last 5 years

Tokyo Seimitsu Co., Ltd. has paid a consistent dividend in recent years, indicating a reliable payout policy. The estimated dividend yield of 2.5% for 2026 shows that the company aims to provide its shareholders with a regular return.

The reliability of dividend payment is supported by the company's stable financial performance and solid market position. Tokyo Seimitsu has demonstrated in the past its ability to pay dividends even in economically challenging times, creating confidence in its future payout policy.