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 4 AI consumers· 1 recurring
Per the valuechain.wiki graph, SCREEN Holdings is directly linked to 5 companies (0 supply, 5 revenue relationships) and reaches 31 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 | +177.8 |
| AMD | lead2 | +56.9 | -55 | +127.6 | -18.1 | +77.3 | +160.5 |
| Astera Labs | lead2 | · | · | · | · | +25.6 | +148.2 |
| MediaTek | lead2 | +27.8 | -26.6 | +52.9 | +58.3 | +24.9 | +124.3 |
| Fortinet | lead2 | +142 | -32 | +19.7 | +61.4 | -16 | +98.4 |
| Renesas Electronics | lead2 | +8.2 | +2.4 | +88 | -13.6 | +23.8 | +84.9 |
| Credo Technology | lead2 | · | · | +46.3 | +245.2 | +114.1 | +79.2 |
| Realtek | lead2 | +19.6 | -33.8 | +56.2 | +19.1 | -6.4 | +73.7 |
| Global Unichip | lead2 | +21.4 | +67.6 | +99.4 | -13.7 | +101.4 | +66.4 |
| Cisco | lead2 | +45.8 | -22.5 | +9.3 | +21 | +33.5 | +59.8 |
| Montage Technology | lead2 | -18.2 | -21.8 | -18 | +51.4 | +169 | +47.4 |
| Analog Devices | lead2 | +21 | -4.9 | +23.4 | +8.8 | +29.8 | +46.7 |
| Microchip Technology | lead2 | +27.5 | -18 | +30.9 | -35 | +14.6 | +40.6 |
| NXP Semiconductors | lead2 | +44.8 | -29.2 | +48.4 | -8 | +6.4 | +35.8 |
| Alchip Technologies | lead2 | +14.3 | -8.7 | +365.1 | -18.9 | +0.8 | +34.7 |
| Everpure (formerly Pure Storage) | lead2 | +44 | -17.8 | +33.3 | +72.3 | +9.1 | +18.4 |
| Apple | lead2 | +34.6 | -26.4 | +49 | +30.7 | +9.1 | +16.2 |
| Broadcom | lead2 | +56.5 | -13.3 | +104.2 | +110.5 | +50.6 | +16 |
| NVIDIA | lead2 | +125.5 | -50.3 | +239 | +171.2 | +38.9 | +13.3 |
| Qualcomm | lead2 | +22.3 | -38.6 | +35.1 | +8.3 | +13.8 | +11.7 |
| Ambarella | lead2 | +121 | -59.5 | -25.5 | +18.7 | -2.6 | +9.1 |
| Sony Semiconductor Solutions | lead2 | +27.2 | -8.4 | +27.8 | +17.9 | +1 | -2.4 |
| Phison Electronics | lead2 | +26.8 | -10.7 | +45.1 | -6.7 | +418.3 | -6 |
| Mobileye | lead2 | · | · | +23.6 | -54 | -47.6 | -8.5 |
| Will Semiconductor | lead2 | -12.1 | -49.7 | -8.3 | +22.8 | +15.5 | -14.8 |
| Micron Technology | lead1 | +24.2 | -45.9 | +71.9 | -1 | +240.2 | +243.3 |
| Intel | lead1 | +6.1 | -46.6 | +94.6 | -59.6 | +84 | +197.7 |
| SK hynix | lead1 | -0.4 | -25.6 | +53.9 | +48.6 | +361.1 | +140.3 |
| Samsung Electronics | lead1 | -9 | -14.2 | +20.9 | -26.4 | +212.9 | +77.9 |
| TSMC | lead1 | +12.1 | -36.7 | +42.3 | +92.6 | +55.9 | +43.6 |
| SCREEN Holdings | node | +40.7 | -13.2 | +220.1 | -24.1 | +84.9 | +86.3 |
YTD as of 2026-07-10 · source: Yahoo Finance
The core of SCREEN is an essential bottleneck — global No.1 in wafer cleaning (~47%). Cleaning is a repeated, mandatory front-end step, so as scaling and stacking (HBM, 3D NAND) progress, cleans per wafer rise and tool demand grows structurally, with the top fabs (Samsung, SK hynix, TSMC, Intel, Micron) all customers. Its earnings amplitude tracks these large customers' capex cycle and AI-driven leading-edge investment directly, making customer concentration and cycle exposure a double-edged sword. In graph terms SCREEN is a revenue node to the world's top five fabs — a key junction of the front-end equipment chain where foundry/memory capacity signals propagate straight into its orders.
Analysis generated from returns as of 2026-07-10Analyst ratings
Consensus: Buy 2 · Hold 1 · Sell 0 · Avg. target ¥20,333 · Price ¥18,150 (07-10) · Upside +12%
| 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.