---
title: "TEL publishes transcript of Q1 FY2027 earnings briefing Q&A"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/294692197.md"
description: "Tokyo Electron raised its Worldwide Equipment (WFE) outlook to over USD 150 billion for CY2026 and USD 190 billion for CY2027, citing supply constraints. Management projected significant growth in DRAM (+30%), NAND (+40%), and logic (+15%) sectors. The CFO indicated that JPY 1 trillion operating profit is expected for FY2027, with price optimization benefits anticipated in H2."
datetime: "2026-08-03T12:20:03.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/294692197.md)
  - [en](https://longbridge.com/en/news/294692197.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/294692197.md)
generator: "portal-rs"
---

# TEL publishes transcript of Q1 FY2027 earnings briefing Q&A

-   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. Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. TEL - Tokyo Electron Ltd. published the original content used to generate this news brief on August 03, 2026, and is solely responsible for the information contained therein. © Copyright 2026 - Public Technologies (PUBT) Original Document: here

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> **Disclaimer: This article is for reference only and does not constitute any investment advice.**