SCREEN，宣布收购

Core Viewpoint - SCREEN Holdings has acquired Nikon's wafer bonding technology R&D business to enhance its advanced semiconductor packaging capabilities, which is seen as a significant growth opportunity for the company [2]. Financial Performance - SCREEN reported a 1.2% year-on-year increase in consolidated revenue to 135.7 billion yen for the first quarter of the fiscal year 2025, but net profit decreased by 8.4% to 16.6 billion yen [3][4]. - The company's operating profit fell by 12.2% to 24.3 billion yen, which was below market expectations of 30.8 billion yen [4]. - Revenue from the semiconductor manufacturing equipment segment decreased by 2.4% to 109.5 billion yen, while the operating profit for this segment dropped by 11.6% to 25.6 billion yen [4]. Market Dynamics - Demand for flash memory increased, but there was a decline in demand from foundries and DRAM, impacting overall performance [4]. - The revenue share from the Chinese market decreased to 34% from 46% year-on-year, while the Taiwanese market share increased significantly from 17% to 29% [5]. Future Outlook - SCREEN maintains its revenue forecast for the fiscal year 2025, projecting a 0.7% decrease to 621 billion yen and a 13.8% drop in operating profit to 117 billion yen [5].