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SCREEN Holdings (TSE: 7735; HQ Kyoto, Japan) designs and manufactures front-end semiconductor wafer-processing equipment through its SCREEN Semiconductor Solutions subsidiary.
Widely-held public company, not a subsidiary of any group in this corpus — GLEIF (checked 2026-08-29) has an ISSUED LEI and confirms ISIN JP3494600004 but reports no parent on file (parent_reported: false), consistent with SCREEN Holdings being the top-of-group listed entity, not a subsidiary. The two largest registered holders (Japan Master Trust Bank and Japan Custody Bank, trust accounts) are standard Japanese nominee/custodian vehicles holding on behalf of many underlying institutional beneficial owners, not a single controlling shareholder; no holder exceeds 20%. 39,226 total shareholders on record.
Named counterparties identified by open-source research and written only where a primary source states the relationship — never inferred from sector or co-mention. 1 customer-side. This is a partial view: it covers the relationships we could evidence, not the company's full supply base.
SCREEN's own press release (2024-12-09) states SCREEN SPE received the Micron Supplier Award 2024 for Outstanding Performance in Sustainability, naming Micron as a customer for its RBA-audited manufacturing sites; no order volume or revenue share disclosed.
Scope. Absence of a counterparty here is not evidence that none exists — most commercial sourcing is confidential and never becomes public. Rows without a share figure mean no share was disclosed, not that the relationship is small.
Every exposure is read as a buyer dependency; the top 3 are its binding chokepoints.
Dossier discloses a neodymium exposure with no Dy/Tb/Sm tag and a sector where doping is not the rule — whether this company's magnets are Dy/Tb-doped is not on record. Resolved by a disclosed magnet grade, or a named magnet supplier in named_counterparties.
A61's suspension (Announcement 70) lapses 10 Nov 2026 — on the plain text, controls revive automatically. The US DoD CN/RU/IR/KP sourcing bar follows 1 Jan 2027. See the underlying extraterritorial export-control action. We supply the provenance file; we never compute your ratio for you.
As a buyer, policy pressure across its consumed materials is rising.
Descriptive trend in official policy actions on this company’s materials — a policy-pressure trend, not a price or trading signal. No forward probability is implied. Direction is measured on actions we have discovered, and discovery lags events: where the recent window is too thin to support a calm reading, the row says coverage-limited instead of easing.
🇯🇵 JP accounts for 100% of severity-weighted pressure.