{"slug":"screen-holdings","name":"SCREEN Holdings","name_en":"SCREEN Holdings","ticker":"7735.T","updated_at":"2026-07-12T06:22:04.009+00:00","canonical":"https://valuechain.wiki/screen-holdings","same_as":["https://finance.yahoo.com/quote/7735.T"],"citable":"밸류체인 그래프 기준 SCREEN Holdings의 직접 연결 기업은 5곳(관계 기준 공급 0·매출 5)이고, 사슬을 2차까지 넓히면 31곳에 닿는다. 링크의 근거 출처는 5건이며 그중 1차공시가 2건이다 (valuechain.wiki, 2026-07-12 기준).","citable_en":"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).","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":2026,"parts":[{"desc":"세정(클리닝) 장비 세계 1위(점유 45%+). 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연동되므로, 고객 집중과 사이클 노출이 양날의 검이다. 그래프상 SCREEN은 세계 5대 팹에 대한 매출 노드로, 파운드리·메모리 캐파 확대 신호가 곧 이 노드의 수주로 전파되는 전공정 장비 사슬의 핵심 연결점이다.","analysis_en":"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_asof":"2026-07-10"},"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 장비를 공급하는 핵심 고객 관계 — 삼성의 메모리·파운드리 캐파 사이클이 SCREEN 세정장비 수요의 최대 진폭원이다.","note_en":"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.","sources":[{"stance":"confirms","publisher":"스크린홀딩스","publisher_en":"SCREEN Holdings","kind":"filing","lang":"en","published_at":"2026-05-13","url":"https://www.screen.co.jp/en/ir/finance","title":"스크린홀딩스 FY2026(2026.3기) 결산","title_en":"SCREEN Holdings FY2026 (year ended March 2026) Financial Results","excerpt":"스크린홀딩스 FY2026 매출 ¥6,057억(-3.1%)·영업이익률 20.2%, SPE 부문 ¥4,859억(-6.5%)이나 4분기 수주 사상 최고. 세정 장비 세계 점유 45%+로 5대 팹 capex에 직결. 삼성전자에 세정(클리닝) 장비 공급.","excerpt_en":"SCREEN Holdings FY2026 revenue JPY 605.7bn (-3.1%), 20.2% operating margin; SPE segment JPY 485.9bn (-6.5%) but Q4 orders at a record. >45% global cleaning-equipment share ties directly to the top-5 fabs' capex. Supplies 세정(클리닝) 장비 to 삼성전자."},{"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 Samsung Electronics."},{"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 Samsung Electronics."}]},{"direction":"revenue","counterparty":"SK하이닉스","counterparty_slug":"sk-hynix","confidence":"high","metric":{"fy":2026,"spe_yoy_pct":-6.5,"relationship":"세정 장비(HBM·D램 팹)","op_margin_pct":20.2,"revenue_jpy_bn":605.7,"spe_rev_jpy_bn":485.9,"revenue_yoy_pct":-3.1,"cleaning_share_pct":45},"note":"SK하이닉스에 세정·트랙 장비를 공급 — HBM 증설로 세정 스텝이 늘며 수요가 커지는 핵심 축이다.","note_en":"Supplies cleaning and track tools to SK hynix — HBM expansion adds cleaning steps that grow demand, a core axis.","sources":[{"stance":"confirms","publisher":"스크린홀딩스","publisher_en":"SCREEN Holdings","kind":"filing","lang":"en","published_at":"2026-05-13","url":"https://www.screen.co.jp/en/ir/finance","title":"스크린홀딩스 FY2026(2026.3기) 결산","title_en":"SCREEN Holdings FY2026 (year ended March 2026) Financial Results","excerpt":"스크린홀딩스 FY2026 매출 ¥6,057억(-3.1%)·영업이익률 20.2%, SPE 부문 ¥4,859억(-6.5%)이나 4분기 수주 사상 최고. 세정 장비 세계 점유 45%+로 5대 팹 capex에 직결. SK하이닉스에 세정 장비(HBM·D램 팹) 공급.","excerpt_en":"SCREEN Holdings FY2026 revenue JPY 605.7bn (-3.1%), 20.2% operating margin; SPE segment JPY 485.9bn (-6.5%) but Q4 orders at a record. >45% global cleaning-equipment share ties directly to the top-5 fabs' capex. Supplies 세정 장비(HBM·D램 팹) to SK하이닉스."},{"stance":"mentions","publisher":"실적 브리핑","publisher_en":"Earnings briefing","kind":"research","lang":"en","published_at":"2026-05-13","url":"https://finance.biggo.com/news/JP_7735.T_2026-05-13","title":"스크린홀딩스 FY2026 실적: SPE 수주 사상 최고, FY2027 매출 ¥7,250억(+19.7%) 전망","title_en":"SCREEN Holdings FY2026: record SPE orders; FY2027 revenue guided JPY 725bn (+19.7%)","excerpt":"4분기 SPE 수주 사상 최고 — 중국 메모리·첨단로직·HBM 수주가 FY2027 매출 ¥7,250억(+19.7%)·영업익 ¥1,500억 반등 견인 전망.","excerpt_en":"Record Q4 SPE orders — Chinese memory, advanced logic and HBM orders drive a guided FY2027 rebound to JPY 725bn revenue (+19.7%) and JPY 150bn operating profit."},{"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 SK hynix."},{"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 SK hynix."}]},{"direction":"revenue","counterparty":"TSMC","counterparty_slug":"tsmc","confidence":"high","metric":{"fy":2026,"spe_yoy_pct":-6.5,"relationship":"세정 장비(첨단 로직)","op_margin_pct":20.2,"revenue_jpy_bn":605.7,"spe_rev_jpy_bn":485.9,"revenue_yoy_pct":-3.1,"cleaning_share_pct":45},"note":"TSMC에 세정·트랙 장비를 공급 — 세계 1위 파운드리의 첨단·AI 공정 확대가 세정장비 수요의 구조적 성장을 끄는 최대 고객 축이다.","note_en":"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.","sources":[{"stance":"confirms","publisher":"스크린홀딩스","publisher_en":"SCREEN Holdings","kind":"filing","lang":"en","published_at":"2026-05-13","url":"https://www.screen.co.jp/en/ir/finance","title":"스크린홀딩스 FY2026(2026.3기) 결산","title_en":"SCREEN Holdings FY2026 (year ended March 2026) Financial Results","excerpt":"스크린홀딩스 FY2026 매출 ¥6,057억(-3.1%)·영업이익률 20.2%, SPE 부문 ¥4,859억(-6.5%)이나 4분기 수주 사상 최고. 세정 장비 세계 점유 45%+로 5대 팹 capex에 직결. TSMC에 세정 장비(첨단 로직) 공급.","excerpt_en":"SCREEN Holdings FY2026 revenue JPY 605.7bn (-3.1%), 20.2% operating margin; SPE segment JPY 485.9bn (-6.5%) but Q4 orders at a record. >45% global cleaning-equipment share ties directly to the top-5 fabs' capex. Supplies 세정 장비(첨단 로직) to TSMC."},{"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":"Micron Technology","counterparty_slug":"micron","confidence":"mid","metric":{"fy":2026,"spe_yoy_pct":-6.5,"relationship":"세정 장비(메모리)","op_margin_pct":20.2,"revenue_jpy_bn":605.7,"spe_rev_jpy_bn":485.9,"revenue_yoy_pct":-3.1,"cleaning_share_pct":45},"note":"마이크론에 세정·트랙 장비를 공급 — 미국·아시아 메모리 캐파 투자에 연동되는 수요처다.","note_en":"Supplies cleaning and track tools to Micron — demand tied to its U.S./Asia memory capacity investment.","sources":[{"stance":"confirms","publisher":"스크린홀딩스","publisher_en":"SCREEN Holdings","kind":"filing","lang":"en","published_at":"2026-05-13","url":"https://www.screen.co.jp/en/ir/finance","title":"스크린홀딩스 FY2026(2026.3기) 결산","title_en":"SCREEN Holdings FY2026 (year ended March 2026) Financial Results","excerpt":"스크린홀딩스 FY2026 매출 ¥6,057억(-3.1%)·영업이익률 20.2%, SPE 부문 ¥4,859억(-6.5%)이나 4분기 수주 사상 최고. 세정 장비 세계 점유 45%+로 5대 팹 capex에 직결. Micron에 세정 장비(메모리) 공급.","excerpt_en":"SCREEN Holdings FY2026 revenue JPY 605.7bn (-3.1%), 20.2% operating margin; SPE segment JPY 485.9bn (-6.5%) but Q4 orders at a record. >45% global cleaning-equipment share ties directly to the top-5 fabs' capex. Supplies 세정 장비(메모리) to Micron."},{"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":"revenue","counterparty":"Intel","counterparty_slug":"intel","confidence":"mid","metric":{"fy":2026,"spe_yoy_pct":-6.5,"relationship":"세정 장비","op_margin_pct":20.2,"revenue_jpy_bn":605.7,"spe_rev_jpy_bn":485.9,"revenue_yoy_pct":-3.1,"cleaning_share_pct":45},"note":"인텔에 세정·트랙 장비를 공급 — 인텔 파운드리 전환·첨단공정 투자 재개가 수요로 연결되는 축이다.","note_en":"Supplies cleaning and track tools to Intel — a restart in Intel's foundry and leading-edge investment flows into demand.","sources":[{"stance":"confirms","publisher":"스크린홀딩스","publisher_en":"SCREEN Holdings","kind":"filing","lang":"en","published_at":"2026-05-13","url":"https://www.screen.co.jp/en/ir/finance","title":"스크린홀딩스 FY2026(2026.3기) 결산","title_en":"SCREEN Holdings FY2026 (year ended March 2026) Financial Results","excerpt":"스크린홀딩스 FY2026 매출 ¥6,057억(-3.1%)·영업이익률 20.2%, SPE 부문 ¥4,859억(-6.5%)이나 4분기 수주 사상 최고. 세정 장비 세계 점유 45%+로 5대 팹 capex에 직결. Intel에 세정 장비 공급.","excerpt_en":"SCREEN Holdings FY2026 revenue JPY 605.7bn (-3.1%), 20.2% operating margin; SPE segment JPY 485.9bn (-6.5%) but Q4 orders at a record. >45% global cleaning-equipment share ties directly to the top-5 fabs' capex. Supplies 세정 장비 to Intel."},{"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":"cost","counterparty":"설비·인프라 (비공개)","counterparty_slug":null,"confidence":"low","metric":{"type":"qualifier","value":null,"qualifier":"confirmed_no_disclosed_value"},"note":"생산 설비·인프라에 투자(비공개) — 장비 수요 확대에 대응한 캐파 증설 비용이다.","note_en":"Invests in production equipment and infrastructure (undisclosed) — capacity spend to meet growing tool demand.","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)."}]},{"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&D를 조달·투자(비공개) — 장비 정밀도·신뢰성의 축이다.","note_en":"Sources and invests in parts, materials and R&D for its tools (undisclosed) — the anchor of tool precision and reliability.","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)."}]}]}