{"slug":"screen-holdings","name":"SCREEN Holdings","name_en":"SCREEN Holdings","ticker":"7735.T","updated_at":"2026-06-21T12:41:00.153467+00:00","canonical":"https://valuechain.wiki/screen-holdings","kicker":"반도체 세정 장비 세계 1위","kicker_en":"World No.1 in wafer cleaning equipment","lead":"반도체 세정(클리닝) 장비 세계 1위(점유율 약 47%)이자 코터/디벨로퍼 트랙·검사 장비 공급사. 삼성·SK하이닉스·TSMC·인텔·마이크론 등 주요 fab에 공급.","lead_en":"World No.1 in wafer-cleaning equipment (~47% share) and a supplier of coat/develop tracks and inspection tools to Samsung, SK hynix, TSMC, Intel and Micron.","segments":{"fy":2024,"parts":[{"name":"반도체 세정 장비 세계 1위"}],"total":"반도체 세정 장비 세계 1위","source":"https://www.screen.co.jp/ir"},"segments_en":{"parts":[{"name":"World No.1 in wafer cleaning equipment"}],"total":"World No.1 in wafer cleaning equipment"},"returns_yearly":{"2021":40.7,"2022":-13.2,"2023":220.1,"2024":-24.1,"2025":84.9,"2026":71.9},"return_asof":"2026-06-19","value_chain":{"leading":[{"slug":"coreweave","name":"CoreWeave","name_en":"CoreWeave","tier":3,"returns_yearly":{"2026":64.7}},{"slug":"arista","name":"Arista Networks","name_en":"Arista Networks","tier":3,"returns_yearly":{"2021":97.9,"2022":-15.6,"2023":94.1,"2024":87.7,"2025":18.5,"2026":29.5}},{"slug":"foxconn","name":"Foxconn","name_en":"Foxconn (Hon Hai)","tier":3,"returns_yearly":{"2021":-5.1,"2022":2.8,"2023":7.8,"2024":80.1,"2025":26.9,"2026":21.8}},{"slug":"alphabet","name":"알파벳 (구글)","name_en":"Alphabet (Google)","tier":3,"returns_yearly":{"2021":65.3,"2022":-39.1,"2023":58.3,"2024":35.8,"2025":66.1,"2026":17.8}},{"slug":"apple","name":"Apple","name_en":"Apple","tier":3,"returns_yearly":{"2021":34.6,"2022":-26.4,"2023":49,"2024":30.7,"2025":9.1,"2026":9.8}},{"slug":"amazon","name":"아마존","name_en":"Amazon","tier":3,"returns_yearly":{"2021":2.4,"2022":-49.6,"2023":80.9,"2024":44.4,"2025":5.2,"2026":5.9}},{"slug":"super-micro","name":"Super Micro","name_en":"Super Micro","tier":3,"returns_yearly":{"2021":38.8,"2022":86.8,"2023":246.2,"2024":7.2,"2025":-4,"2026":4.7}},{"slug":"meta","name":"메타 플랫폼스","name_en":"Meta Platforms","tier":3,"returns_yearly":{"2021":23.1,"2022":-64.2,"2023":194.1,"2024":65.9,"2025":13.1,"2026":-12.3}},{"slug":"microsoft","name":"마이크로소프트","name_en":"Microsoft","tier":3,"returns_yearly":{"2021":52.5,"2022":-28,"2023":58.2,"2024":12.9,"2025":15.6,"2026":-21.2}},{"slug":"anthropic","name":"Anthropic","name_en":"Anthropic","tier":3,"returns_yearly":null},{"slug":"openai","name":"OpenAI","name_en":"OpenAI","tier":3,"returns_yearly":null},{"slug":"marvell","name":"Marvell","name_en":"Marvell","tier":2,"returns_yearly":{"2021":84.9,"2022":-57.5,"2023":63.7,"2024":83.8,"2025":-22.8,"2026":265.9}},{"slug":"mediatek","name":"미디어텍","name_en":"MediaTek","tier":2,"returns_yearly":{"2021":27.8,"2022":-26.6,"2023":49,"2024":59.1,"2025":25.1,"2026":154.3}},{"slug":"amd","name":"AMD","name_en":"AMD","tier":2,"returns_yearly":{"2021":56.9,"2022":-55,"2023":127.6,"2024":-18.1,"2025":77.3,"2026":150.9}},{"slug":"astera-labs","name":"Astera Labs","name_en":"Astera Labs","tier":2,"returns_yearly":{"2025":25.6,"2026":150.7}},{"slug":"credo","name":"크레도","name_en":"Credo Technology","tier":2,"returns_yearly":{"2023":46.3,"2024":245.2,"2025":114.1,"2026":88.9}},{"slug":"global-unichip","name":"Global Unichip","name_en":"Global Unichip","tier":2,"returns_yearly":{"2021":21.4,"2022":67.6,"2023":99.4,"2024":-13.7,"2025":101.4,"2026":86.3}},{"slug":"renesas","name":"르네사스","name_en":"Renesas Electronics","tier":2,"returns_yearly":{"2021":8.2,"2022":2.4,"2023":88,"2024":-13.6,"2025":23.8,"2026":83.8}},{"slug":"nxp","name":"NXP반도체","name_en":"NXP Semiconductors","tier":2,"returns_yearly":{"2021":44.8,"2022":-29.4,"2023":48.4,"2024":-8,"2025":6.4,"2026":45.7}},{"slug":"alchip","name":"알칩","name_en":"Alchip Technologies","tier":2,"returns_yearly":{"2021":14.3,"2022":-8.7,"2023":365.1,"2024":-18.9,"2025":0.8,"2026":40.2}},{"slug":"qualcomm","name":"Qualcomm","name_en":"Qualcomm","tier":2,"returns_yearly":{"2021":22.3,"2022":-38.4,"2023":35.1,"2024":7.7,"2025":13.9,"2026":34.2}},{"slug":"broadcom","name":"Broadcom","name_en":"Broadcom","tier":2,"returns_yearly":{"2021":56.8,"2022":-13.4,"2023":104.9,"2024":110.9,"2025":50.7,"2026":19.3}},{"slug":"nvidia","name":"NVIDIA","name_en":"NVIDIA","tier":2,"returns_yearly":{"2021":125.5,"2022":-50.3,"2023":239,"2024":171.3,"2025":38.9,"2026":13.1}},{"slug":"sony-semiconductor","name":"소니 반도체","name_en":"Sony Semiconductor Solutions","tier":2,"returns_yearly":{"2021":27.2,"2022":-8.4,"2023":27.8,"2024":17.9,"2025":1,"2026":-8.7}},{"slug":"micron","name":"Micron Technology","name_en":"Micron Technology","tier":1,"returns_yearly":{"2021":24.1,"2022":-46,"2023":72.1,"2024":-1,"2025":240.5,"2026":297.6}},{"slug":"intel","name":"Intel","name_en":"Intel","tier":1,"returns_yearly":{"2021":6.1,"2022":-46.6,"2023":94.6,"2024":-59.6,"2025":84,"2026":263.1}},{"slug":"sk-hynix","name":"SK하이닉스","name_en":"SK hynix","tier":1,"returns_yearly":{"2021":-0.4,"2022":-25.6,"2023":53.9,"2024":48.6,"2025":361.1,"2026":204.7}},{"slug":"samsung-electronics","name":"삼성전자","name_en":"Samsung Electronics","tier":1,"returns_yearly":{"2021":-9,"2022":-14.2,"2023":20.9,"2024":-26.4,"2025":212.9,"2026":121}},{"slug":"tsmc","name":"TSMC","name_en":"TSMC","tier":1,"returns_yearly":{"2021":12.1,"2022":-36.8,"2023":42.5,"2024":92.9,"2025":56,"2026":53.3}}],"benefiting":[],"analysis":null,"analysis_en":null,"analysis_asof":null},"edges":[{"direction":"revenue","counterparty":"삼성전자","counterparty_slug":"samsung-electronics","confidence":"high","metric":{"type":"share","unit":"%","basis":"세정 장비 세계 점유율","value":47,"period":"2024","basis_en":"global wafer-cleaning share"},"note":"삼성전자에 세정·트랙 장비 공급.","note_en":"Supplies cleaning and track equipment to 삼성전자.","sources":[{"stance":"confirms","publisher":"EDINET/회사 IR","publisher_en":"EDINET / company IR","kind":"filing","lang":"ja","published_at":"2025-06-25","url":"https://www.screen.co.jp/ir/library/","title":"screen-holdings 有価証券報告書 (EDINET)","title_en":"Annual Securities Report (EDINET)","excerpt":"有価証券報告書: 매출·고객·사업.","excerpt_en":"Annual securities report: revenue, customers, business."},{"stance":"confirms","publisher":"SCREEN","publisher_en":"SCREEN","kind":"ir","lang":"en","published_at":"2025-05-01","url":"https://www.screen.co.jp/ir","title":"SCREEN IR","title_en":"SCREEN Holdings IR","excerpt":"삼성전자에 세정·트랙 장비 공급.","excerpt_en":"Supplies cleaning and track equipment to 삼성전자."},{"stance":"confirms","publisher":"코머신","publisher_en":"Komachine","kind":"analysis","lang":"ko","published_at":"2025-01-01","url":"https://www.komachine.com/ko/companies/screen-semiconductor-solutions","title":"SCREEN 세정장비 세계1위 47%","title_en":"SCREEN cleaning No.1 47%","excerpt":"삼성전자에 세정·트랙 장비 공급.","excerpt_en":"Supplies cleaning and track equipment to 삼성전자."}]},{"direction":"revenue","counterparty":"SK하이닉스","counterparty_slug":"sk-hynix","confidence":"high","metric":null,"note":"SK하이닉스에 세정·트랙 장비 공급.","note_en":"Supplies cleaning and track equipment to SK하이닉스.","sources":[{"stance":"confirms","publisher":"SCREEN","publisher_en":"SCREEN","kind":"ir","lang":"en","published_at":"2025-05-01","url":"https://www.screen.co.jp/ir","title":"SCREEN IR","title_en":"SCREEN Holdings IR","excerpt":"SK하이닉스에 세정·트랙 장비 공급.","excerpt_en":"Supplies cleaning and track equipment to SK하이닉스."},{"stance":"confirms","publisher":"코머신","publisher_en":"Komachine","kind":"analysis","lang":"ko","published_at":"2025-01-01","url":"https://www.komachine.com/ko/companies/screen-semiconductor-solutions","title":"SCREEN 세정장비 세계1위 47%","title_en":"SCREEN cleaning No.1 47%","excerpt":"SK하이닉스에 세정·트랙 장비 공급.","excerpt_en":"Supplies cleaning and track equipment to SK하이닉스."}]},{"direction":"revenue","counterparty":"TSMC","counterparty_slug":"tsmc","confidence":"high","metric":null,"note":"TSMC에 세정·트랙 장비 공급.","note_en":"Supplies cleaning and track equipment to TSMC.","sources":[{"stance":"confirms","publisher":"SCREEN","publisher_en":"SCREEN","kind":"ir","lang":"en","published_at":"2025-05-01","url":"https://www.screen.co.jp/ir","title":"SCREEN IR","title_en":"SCREEN Holdings IR","excerpt":"TSMC에 세정·트랙 장비 공급.","excerpt_en":"Supplies cleaning and track equipment to TSMC."},{"stance":"confirms","publisher":"코머신","publisher_en":"Komachine","kind":"analysis","lang":"ko","published_at":"2025-01-01","url":"https://www.komachine.com/ko/companies/screen-semiconductor-solutions","title":"SCREEN 세정장비 세계1위 47%","title_en":"SCREEN cleaning No.1 47%","excerpt":"TSMC에 세정·트랙 장비 공급.","excerpt_en":"Supplies cleaning and track equipment to TSMC."}]},{"direction":"revenue","counterparty":"Intel","counterparty_slug":"intel","confidence":"mid","metric":null,"note":"Intel에 세정·트랙 장비 공급.","note_en":"Supplies cleaning and track equipment to Intel.","sources":[{"stance":"confirms","publisher":"SCREEN","publisher_en":"SCREEN","kind":"ir","lang":"en","published_at":"2025-05-01","url":"https://www.screen.co.jp/ir","title":"SCREEN IR","title_en":"SCREEN Holdings IR","excerpt":"Intel에 세정·트랙 장비 공급.","excerpt_en":"Supplies cleaning and track equipment to Intel."},{"stance":"confirms","publisher":"코머신","publisher_en":"Komachine","kind":"analysis","lang":"ko","published_at":"2025-01-01","url":"https://www.komachine.com/ko/companies/screen-semiconductor-solutions","title":"SCREEN 세정장비 세계1위 47%","title_en":"SCREEN cleaning No.1 47%","excerpt":"Intel에 세정·트랙 장비 공급.","excerpt_en":"Supplies cleaning and track equipment to Intel."}]},{"direction":"revenue","counterparty":"Micron Technology","counterparty_slug":"micron","confidence":"mid","metric":null,"note":"Micron Technology에 세정·트랙 장비 공급.","note_en":"Supplies cleaning and track equipment to Micron Technology.","sources":[{"stance":"confirms","publisher":"SCREEN","publisher_en":"SCREEN","kind":"ir","lang":"en","published_at":"2025-05-01","url":"https://www.screen.co.jp/ir","title":"SCREEN IR","title_en":"SCREEN Holdings IR","excerpt":"Micron Technology에 세정·트랙 장비 공급.","excerpt_en":"Supplies cleaning and track equipment to Micron Technology."},{"stance":"confirms","publisher":"코머신","publisher_en":"Komachine","kind":"analysis","lang":"ko","published_at":"2025-01-01","url":"https://www.komachine.com/ko/companies/screen-semiconductor-solutions","title":"SCREEN 세정장비 세계1위 47%","title_en":"SCREEN cleaning No.1 47%","excerpt":"Micron Technology에 세정·트랙 장비 공급.","excerpt_en":"Supplies cleaning and track equipment to Micron Technology."}]},{"direction":"cost","counterparty":"부품·소재·R&D (비공개)","counterparty_slug":null,"confidence":"low","metric":{"type":"qualifier","value":null,"qualifier":"confirmed_no_disclosed_value"},"note":"세정·트랙 장비 제조용 부품·소재·R&D(비공개).","note_en":"Parts, materials and R&D (undisclosed).","sources":[{"stance":"confirms","publisher":"SCREEN","publisher_en":"SCREEN","kind":"ir","lang":"en","published_at":"2025-05-01","url":"https://www.screen.co.jp/ir","title":"SCREEN IR","title_en":"SCREEN Holdings IR","excerpt":"세정·트랙 장비 제조용 부품·소재·R&D(비공개).","excerpt_en":"Parts, materials and R&D (undisclosed)."}]},{"direction":"cost","counterparty":"설비·인프라 (비공개)","counterparty_slug":null,"confidence":"low","metric":{"type":"qualifier","value":null,"qualifier":"confirmed_no_disclosed_value"},"note":"생산 설비·인프라 투자(비공개).","note_en":"Production equipment and infrastructure (undisclosed).","sources":[{"stance":"confirms","publisher":"SCREEN","publisher_en":"SCREEN","kind":"ir","lang":"en","published_at":"2025-05-01","url":"https://www.screen.co.jp/ir","title":"SCREEN IR","title_en":"SCREEN Holdings IR","excerpt":"생산 설비·인프라 투자(비공개).","excerpt_en":"Production equipment and infrastructure (undisclosed)."}]}]}