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    Advanced AI Chip Probing Partnership Could Be A Game Changer For Tokyo Seimitsu (TSE:7729)

    Simply Wall St·12/22/2025 08:16:36
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    • In December 2025, Advantest Corporation and Tokyo Seimitsu Co., Ltd. announced a plan to co-develop a die-level prober for testing advanced AI and high-performance computing devices, addressing challenges such as heat management in 2.5D/3D packaging.
    • This collaboration signals a tighter integration across the semiconductor test value chain, potentially enhancing both companies’ roles in supplying tools for increasingly complex chip architectures.
    • Next, we’ll consider how this co-development of advanced AI and HPC probing technology shapes Tokyo Seimitsu’s broader investment narrative.

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    What Is Tokyo Seimitsu's Investment Narrative?

    To own Tokyo Seimitsu, you really have to believe in its role as an enabling supplier to steadily growing semiconductor test and metrology demand, rather than a hyper-growth AI pure play. Short term, the key catalysts still look like order trends in the SPE segment, execution against its FY2026/3 guidance after the recent downward EPS revision, and how far management leans into shareholder returns following the dividend reset. The new co-development with Advantest adds an interesting twist: it could deepen Tokyo Seimitsu’s relevance in AI and HPC testing, but given the early stage and lack of quantified targets, the earnings impact is unlikely to be immediate. For now, it subtly shifts the story toward higher-spec tools, while the bigger risks remain margin pressure, quality-related cost provisions and recent volatility in the share price.

    However, one issue in particular could challenge the appeal of today’s valuation and dividend profile. Tokyo Seimitsu's share price has been on the slide but might be up to 7% below fair value. Find out if it's a bargain.

    Exploring Other Perspectives

    TSE:7729 1-Year Stock Price Chart
    TSE:7729 1-Year Stock Price Chart
    With a single fair value estimate of ¥11,585.71 from the Simply Wall St Community, you are not seeing much dispersion yet, just a reference point that sits slightly above the current share price. Set against the still-muted earnings guidance and recent dividend step-down, it is a reminder that individual expectations can differ widely and are worth comparing before deciding how much weight to give the AI and HPC test collaboration story.

    Explore another fair value estimate on Tokyo Seimitsu - why the stock might be worth just ¥11586!

    Build Your Own Tokyo Seimitsu Narrative

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    This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.