Tokyo Electron Device

Company history

Financial history 2002–2026 — revenue, cost structure, balance sheet, cash flow and key ratios, year by year →

Founded
1986
Head office
Tokyo, Japan
Listed
2003
Origin
Subsidiary of Tokyo Electron
Revenue · FYE Mar 2026
$1.3B (¥204bn)
Net profit · FYE Mar 2026
$49.3M (¥8bn)
Tokyo Electron Device: long-term performance & turning pointsSales (revenue) and profit-margin ratio
Sales (¥ bn)Net margin (%)

1986An empty vessel, filled twice

  1. 1986Incorporated as Tel Kanri Service, a building-maintenance company
  2. 1990Renamed Tokyo Electron Device; switches to selling foreign semiconductors
  3. 1996Takes over Fujitsu product distribution from the parent
  4. 1998Takes over the parent’s entire components division and three design centres

The company was registered in March 1986 with $29,670 (¥5m) of capital and a business that had nothing to do with semiconductors: maintaining buildings and building equipment. Its founder was not a person but a corporate arrangement — Tel Data System, the equipment-leasing subsidiary of Tokyo Electron, spinning an administrative function out into a company of its own while the group divided its functions among its companies. Tokyo Electron was then growing fast as a maker of semiconductor production equipment, and 1986 was the year that growth broke: sales roughly halved, the parent posted its first operating loss since founding, and three representative directors resigned at once.

Four and a half years later the vessel was emptied and refilled. In September 1990 it was renamed Tokyo Electron Device, handed its building-maintenance work to other group companies, and began selling electronic components — chiefly foreign-made semiconductors. It moved to Yokohama the following month, and in January 1991 Tokyo Electron bought the shares outright so that the subsidiary reported to the parent directly. Rather than set up a new company for the new business, the group chose to swap the contents of one it already had.

What that decision was worth can only be measured by what was later poured in. Tokyo Electron transferred its Fujitsu product distribution in 1996, its Motorola business in 1997, and in July 1998 the whole of its electronic components division — along with three design and development centres in Iwate, Tokyo and Yamanashi. The parent would concentrate on selling production equipment; the subsidiary would be where components sat. With foreign principals such as Motorola, Texas Instruments and Xilinx, and with engineers as well as salespeople, the company settled into the form it still has: a technical trading house earning on the spread, but able to design.

Read the full history in Japanese →


2003Listing, and the parent stepping back

Revenue (¥ bn, bars) · net margin (%, line)
Source: securities reports
FY2003 · consolidated
Revenue$762M
Net income$13M
Net margin1.7%
FY2015 · consolidated
Revenue$923M
Net income$6M
Net margin0.6%
  1. 2003Lists on the TSE second section
  2. 2006Inherits the parent’s computer and network business
  3. 2010Designated to the TSE first section
  4. 2013Silicon Valley base opened under the inrevium brand
  5. 2014Share offering; Tokyo Electron ceases to be the parent

In March 2003 the company listed on the second section of the Tokyo Stock Exchange, turning a subsidiary into a public company, and spent the proceeds going abroad and widening its range. A Hong Kong company followed in 2005, Singapore in 2008, Shanghai in 2012 and Bangkok in 2015; in September 2013 it opened in San Jose under the name of its own private brand, inrevium, signalling that the private-brand business was meant to travel. It was designated to the first section of the exchange in December 2010.

The second pillar arrived the way the first had. In October 2006 Tokyo Electron split off its computer and network business and passed it across — network, storage and security products with maintenance and monitoring services — giving the company a computer-systems segment alongside semiconductors. In 2012 a subsidiary took over the Texas Instruments distribution rights of another company, adding a channel by purchase rather than by grant.

The decisive change was in the shareholder register. A secondary offering in April 2014 cut Tokyo Electron’s stake far enough that the parent was reclassified as merely an "other related company" — twenty-eight years after it had created the vessel. Tokushige Atsuyuki became president the same year, the third chief executive to come from the Tokyo Electron side, and inherited a company that now had to decide for itself what it was.

Read the full history in Japanese →


2016Buying what it wants to be

Revenue (¥ bn, bars) · net margin (%, line)
Source: securities reports
FY2016 · consolidated
Revenue$1.1B
Net income$8M
Net margin0.8%
FY2026 · consolidated
Revenue$1.3B
Net income$49M
Net margin3.8%
  1. 2017Acquires Avaru Nagasaki, a design and manufacturing base
  2. 2019North American subsidiaries merged into one
  3. 2022Moves to the TSE Prime market
  4. 2023Buys a wafer inspection equipment business
  5. 2024Head office moves from Yokohama to Shibuya, Tokyo
  6. 2025VISION2030: ¥300–350bn of sales by March 2030

Independence turned the company into an acquirer. Having no manufacturing of its own to build on, it bought one: an electronics design and manufacturing business in Nagasaki in 2017, and another company in 2018, both folded in to give the private-brand business a production base. Wafer inspection equipment was acquired outright from another maker in 2023 and made the centre of that brand — measurement and inspection as the technology the company would own rather than resell. The North American entities were consolidated into one in 2019, the 2018 acquisition was absorbed into the parent company in 2025, and the head office moved from Yokohama to central Tokyo in October 2024. The pattern is consistent: buy the pieces, then merge them in.

The trading business, meanwhile, still moves with the chip cycle. Sales reached ¥240.4 billion in the year to March 2023 and ¥242.9 billion the following year, then fell to ¥216.4 billion with operating profit of ¥12.5 billion in the year to March 2025 as the semiconductor market corrected. That is the structural cost of an identity assembled from other people’s products: the volume is not the company’s to set.

The plan announced in May 2025, VISION2030, is an answer to exactly that. It targets ¥300–350 billion of sales by March 2030 with an ordinary margin above 8% and return on equity above 20%, and — more tellingly — fixes the portfolio it wants: 75% semiconductors and electronic devices, 15% computer systems, 10% private brand. The stated ambition, to be "a company that solves latent social problems with the strengths of a manufacturer and a technical trading house," is the vessel finally naming its own contents.

Read the full history in Japanese →


Key decisions — the author’s view

Revenue (¥ bn) · net margin % · around FY1990

Handing the maintenance work away and switching to foreign semiconductor distribution (1990)

The idea of moving the vessel

The business of Tel Kanri Service, registered in March 1986, was the maintenance of buildings and their fixtures. In that same year the parent company saw sales fall to about half the previous year’s and went through its first operating loss since founding, together with the simultaneous resignation of three representative directors. Four and a half years later, that company began selling foreign-made semiconductors. In the choice to swap the contents of a vessel already inside the group, rather than to spin the business out into a new company, one can read a wariness about continuing to hold equipment and components inside a single legal entity. The sharp fall of 1986 was event enough to make the parent measure the weight of carrying two banners.

That said, no material has so far been found that tells who decided what, and how, in September 1990. Tokyo Electron Device was unlisted at the time, there was no reporting that took the company as its subject, and what survives amounts to a few lines in the corporate history section of the securities report. The motive for choosing the vessel can only be read backward from what Higashi Tetsuro said in 1997 — to use other companies’ strengths for everything outside the core technology. One could say the outline of this decision can be measured only by the volume of business moved across afterward over eight years: the Fujitsu products, the Motorola products, the entire electronic components division and three design and development centres.

Each heading links to the full Japanese analysis — background, decision and outcome, with sources.


References & sources

This is a condensed English edition. The full, source-by-source history — with the detailed narrative, financial tables, shareholders and executives — is maintained in Japanese: 日本語版(詳細)— Tokyo Electron Device full history in Japanese →

  1. Tokyo Electron Device Limited — 有価証券報告書 (annual securities reports), including the corporate history section from which the 1986–1998 record is drawn.
  2. Tokyo Electron Device Limited — medium-term management plans VISION2025 (2022) and VISION2030 (May 2025).
  3. Tokyo Electron Limited — 有価証券報告書 (annual securities reports), for the 1986 downturn and the transfers of business to the subsidiary.

Yen amounts are converted at the average rate of each figure’s own year — not today’s rate; revenue charts are shown in yen. Exchange rates & sources — the full ¥/US$ table →


Disclaimer


Data API

Tokyo Electron Device’s history, financials, executives and shareholders are published as static JSON — no key, plain GET.

Method Endpoint Returns
GET /api/companies.json All companies
GET /api/2760/manifest.json Resource index
GET /api/2760/history.json History overview
GET /api/2760/timeline.json Chronology
GET /api/decisions.json All management decisions (index)
GET /api/2760/decisions.json Management decisions (index)
GET /api/2760/decisions/{slug}.json One decision (full dossier)
GET /api/2760/executives.json Executives
GET /api/2760/shareholders.json Major shareholders
GET /api/2760/financials.json Financial statements
GET /api/2760/financials-longterm.json Long-term results
GET /api/2760/segments.json Business segments
GET /api/2760/regions.json Sales by region
GET /api/2760/workforce.json Workforce