Primer: SCREEN Holdings (7735 JP) - Jul 2026
SCREEN Holdings is a dominant force in the semiconductor wafer cleaning equipment market, poised to benefit significantly from the long-term...
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SCREEN Holdings (7735 JP): Initial report
In Q1 FY03/27, revenue was JPY121.8bn (-10.3% YoY), with operating profit at JPY14.4bn (-41.1% YoY). For FY03/27, the company forecasts revenue...
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SCREEN Holdings (7735 JP): Synthetic Expert Call Transcript (24 Jul 2026)
Intractable Switching Costs in Advanced Nodes: SCREEN’s value-capture is protected by deep chemical co-development with TSMC and IMEC. Replacing...
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Japan Morning Connection: NVDA Disappoints
​NVDA disappoints market, setting weak tone for Japanese tech names. Shiseido faces further earnings downside. Market pivots to value and domestic...
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SPE Part 2: Growth in 2025-26 from AI Segment Only (Logic, HBM, Packaging). Best 2 Stocks: ASML, KLA
architectural advancements in Logic and Memory, but questions remain on growth rates and China's decline. ASML and KLA are top picks in the sector....
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