World No.1 in wafer cleaning equipment
SCREEN Holdings
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.
7735.T Updated Jul 12, 2026 5 AI consumers· 4 recurring
Per the valuechain.wiki graph, SCREEN Holdings is directly linked to 5 companies (0 supply, 5 revenue relationships) and reaches 32 companies within two hops; the links are backed by 5 dated sources, 2 of them primary filings (as of 2026-07-12).
Financials & Segments
- Total revenue · FY2026 (ended Mar 2026) revenue JPY 605.7bn (-3.1%), 20.2% operating margin; SPE JPY 485.9bn (-6.5%, record Q4 orders)
- Segments · World No.1 in wafer cleaning equipment
Revenue from
- Samsung Electronics High confidence· Market share 47% · 2024 · global wafer-cleaning share
A core customer relationship supplying cleaning and track tools to Samsung, whose memory/foundry capacity cycle is the biggest driver of SCREEN's cleaning-tool demand.Confirms EN SCREEN Holdings Published May 13, 2026: SCREEN Holdings FY2026 (year ended March 2026) Financial Results - SK hynix High confidence
Supplies cleaning and track tools to SK hynix — HBM expansion adds cleaning steps that grow demand, a core axis.Confirms EN SCREEN Holdings Published May 13, 2026: SCREEN Holdings FY2026 (year ended March 2026) Financial ResultsMentions EN Earnings briefing Published May 13, 2026: SCREEN Holdings FY2026: record SPE orders; FY2027 revenue guided JPY 725bn (+19.7%) - TSMC High confidence
Supplies cleaning and track tools to TSMC — the world's top foundry, whose leading-edge/AI capacity growth structurally drives cleaning-tool demand, a top customer axis.Confirms EN SCREEN Holdings Published May 13, 2026: SCREEN Holdings FY2026 (year ended March 2026) Financial Results - Micron Technology Medium confidence
Supplies cleaning and track tools to Micron — demand tied to its U.S./Asia memory capacity investment.Confirms EN SCREEN Holdings Published May 13, 2026: SCREEN Holdings FY2026 (year ended March 2026) Financial Results - Intel Medium confidence
Supplies cleaning and track tools to Intel — a restart in Intel's foundry and leading-edge investment flows into demand.Confirms EN SCREEN Holdings Published May 13, 2026: SCREEN Holdings FY2026 (year ended March 2026) Financial Results
Pays to
- equipment & infrastructure (undisclosed) Low confidence
Invests in production equipment and infrastructure (undisclosed) — capacity spend to meet growing tool demand. - components, materials & R&D (undisclosed) Low confidence
Sources and invests in parts, materials and R&D for its tools (undisclosed) — the anchor of tool precision and reliability.
Value-chain ripple (2 tiers)
Following node-to-node links up to 2 tiers; each firm is shown once, at its nearest tier.
| Company | Chain | '21 | '22 | '23 | '24 | '25 | YTD |
|---|---|---|---|---|---|---|---|
| Marvell | lead2 | +84.6 | -57.5 | +63.7 | +83.8 | -22.8 | +163.4 |
| MediaTek | lead2 | +27.8 | -26.6 | +52.9 | +58.3 | +24.9 | +152.4 |
| AMD | lead2 | +56.9 | -55 | +127.6 | -18.1 | +77.3 | +123 |
| Global Unichip | lead2 | +21.4 | +67.6 | +99.4 | -13.7 | +101.4 | +122.8 |
| Fortinet | lead2 | +142 | -32 | +19.7 | +61.4 | -16 | +96.8 |
| Astera Labs | lead2 | · | · | · | · | +25.6 | +86.6 |
| HP Inc. | lead2 | +57.2 | -26.4 | +16.1 | +12.1 | -28.7 | +50.7 |
| Everpure (formerly Pure Storage) | lead2 | +44 | -17.8 | +33.3 | +72.3 | +9.1 | +48.5 |
| Realtek | lead2 | +19.6 | -33.8 | +56.2 | +19.1 | -6.4 | +47.5 |
| Cisco | lead2 | +45.8 | -22.5 | +9.3 | +21 | +33.5 | +43.8 |
| Alchip Technologies | lead2 | +14.3 | -8.7 | +365.1 | -18.9 | +0.8 | +36.1 |
| Analog Devices | lead2 | +21 | -4.9 | +23.4 | +8.8 | +29.8 | +34.8 |
| Renesas Electronics | lead2 | +8.2 | +2.4 | +88 | -13.6 | +23.8 | +28.2 |
| NVIDIA | lead2 | +125.5 | -50.3 | +239 | +171.2 | +38.9 | +23.7 |
| Credo Technology | lead2 | · | · | +46.3 | +245.2 | +114.1 | +18.5 |
| Microchip Technology | lead2 | +27.5 | -18 | +30.9 | -35 | +14.6 | +18.4 |
| Apple | lead2 | +34.6 | -26.4 | +49 | +30.7 | +9.1 | +18 |
| Sony Semiconductor Solutions | lead2 | +27.2 | -8.4 | +27.8 | +17.9 | +1 | +12.9 |
| NXP Semiconductors | lead2 | +44.8 | -29.2 | +48.4 | -8 | +6.4 | +5.9 |
| Broadcom | lead2 | +56.5 | -13.3 | +104.2 | +110.5 | +50.6 | +3.8 |
| Montage Technology | lead2 | -18.2 | -21.8 | -18 | +51.4 | +169 | +3.4 |
| Qualcomm | lead2 | +22.3 | -38.6 | +35.1 | +8.3 | +13.8 | +0.2 |
| Ambarella | lead2 | +121 | -59.5 | -25.5 | +18.7 | -2.6 | -11.2 |
| Phison Electronics | lead2 | +26.8 | -10.7 | +45.1 | -6.7 | +418.3 | -14.7 |
| Mobileye | lead2 | · | · | +23.6 | -54 | -47.6 | -18 |
| Will Semiconductor | lead2 | -12.1 | -49.7 | -8.3 | +22.8 | +15.5 | -33.7 |
| Micron Technology | lead1 | +24.2 | -45.9 | +71.9 | -1 | +240.2 | +256.4 |
| Intel | lead1 | +6.1 | -46.6 | +94.6 | -59.6 | +84 | +159.6 |
| SK hynix | lead1 | -0.4 | -25.6 | +53.9 | +48.6 | +361.1 | +81.6 |
| Samsung Electronics | lead1 | -9 | -14.2 | +20.9 | -26.4 | +212.9 | +59.7 |
| TSMC | lead1 | +12.1 | -36.7 | +42.3 | +92.6 | +55.9 | +41.9 |
| SCREEN Holdings | node | +40.7 | -13.2 | +220.1 | -24.1 | +84.9 | +33.7 |
YTD as of 2026-09-04 · source: Yahoo Finance
SCREEN Holdings is the World No.1 in wafer cleaning equipment. After a spike of +220.1% in 2023, gains cooled to +84.9% in 2025 and +33.7% in 2026. The demand side (avg +109.9%) leads the stock (+33.7%), so customer moves come first here. Among connected nodes the furthest ahead is Micron Technology (+256.4%) and the furthest behind is TSMC (+41.9%). If chain logic explains the gap, the laggard is the next propagation candidate; if not, the link itself deserves a second look. 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.
Analysis generated from returns as of 2026-09-04Analyst ratings
Consensus: Buy 2 · Hold 1 · Sell 0 · Avg. target ¥20,333 · Price ¥13,030 (09-04) · Upside +56%
| Broker | Rating | Target | Published | |
|---|---|---|---|---|
| Mizuho Securities | 買い (Buy) | ¥25,000 | Jul 9, 2026 | Report ↗ |
| Citigroup Global Markets Japan | 2 (Neutral) | ¥18,000 | Jun 24, 2026 | Report ↗ |
| J.P. Morgan Securities | Overweight | ¥18,000 | Jun 18, 2026 | Report ↗ |
A stronger DRAM cleaning-equipment presence triggered a wave of June-July 2026 target hikes (Mizuho ¥25,000, JPMorgan ¥18,000), though Citigroup stays Neutral, leaving views split.