SCREEN Holdings Co., Ltd.
7735・Prime Market・Electric Appliances
Semiconductor Production Equipment (SPE) Business
The core semiconductor production equipment business of the SCREEN Group, accounting for approximately 80% of sales
| Period | Current | Previous | Change |
|---|---|---|---|
| Segment sales (FY2026 full year, ending March 2026) | ¥485,982 million | ¥519,511 million | ↓ |
| Segment operating profit (FY2026 full year, ending March 2026) | ¥122,707 million | ¥136,975 million | ↓ |
| Segment operating profit margin (FY2026 full year, ending March 2026) | 25.3% | 26.4% | ↓ |
| Segment assets (end of FY2026, ending March 2026) | ¥437,014 million | ¥438,318 million | — |
| Depreciation (FY2026 full year, ending March 2026) | ¥6,432 million | ¥6,069 million | ↑ |
Business Details
A business handled by SCREEN Semiconductor Solutions Co., Ltd., covering the development, manufacturing, sales, and maintenance services of semiconductor production equipment. The mainstay product is single-wafer cleaning equipment, deployed for foundry, logic, and memory applications. In FY2026 (ending March 2026), sales of post-sales services and equipment for DRAM increased, while sales of equipment for foundry applications decreased. By region, sales to Taiwan increased, while sales to China and the United States decreased.
Recent Overview
SPE sales decreased 6.5% year-on-year and operating profit decreased 10.4% year-on-year due to declines in foundry-related and China-related sales
In FY2026 (ending March 2026), SPE segment sales were ¥485,982 million (down 6.5% year-on-year), and operating profit was ¥122,707 million (down 10.4% year-on-year). While increased sales of post-sales services and DRAM-related equipment contributed to improved profitability, declining sales of foundry-related equipment and increased fixed costs weighed on profit. By region, sales to Taiwan increased, while sales to China and the United States decreased. The full-year forecast for FY2027 (ending March 2027) anticipates a significant recovery, with SPE sales expected to reach ¥600,000 million.
Key Products
Growth Drivers
- Expanding capital investment demand for advanced semiconductors (miniaturization and chiplet technology) driven by the expanding use of generative AI and progress in digital transformation
- Solid trends in investment for advanced logic and memory (DRAM), with a continued favorable outlook
- Steady growth in post-sales (maintenance services) revenue, strengthening the earnings base and contributing to improved profitability
- Increased sales to Taiwan (demand for advanced foundry applications driven by expanding AI-related investment)
- Improved profitability through productivity enhancement measures at the S³ factory complex at the Hikone plant
Risks
- Risk of impact on sales to China from U.S. trade policy (export controls and tariffs) (sales to China declined in FY2026, ending March 2026)
- Fluctuations in the semiconductor capital investment cycle (risk of continued decline in demand for foundry-related equipment)
- Downward pressure on profit margins from increased fixed costs (R&D expenses and personnel costs)
- Risk of sales concentration among specific customers (dependence on Taiwanese customers including TSMC)
- Governance risk related to improper revenue recognition practices at SCREEN Semiconductor Solutions Co., Ltd. (certain transactions in FY2024, ended March 2024) (recurrence prevention measures have been formulated and announced)
Last updated: June 25, 2026