Group 1 - The company has received feedback from the Securities Regulatory Commission regarding its overseas listing, specifically requiring information about shareholders holding more than 5% of shares, particularly regarding Yage Venture Capital [1] - The company must clarify whether its business operations involve areas restricted or prohibited for foreign investment according to the 2024 version of the Negative List for Foreign Investment Access [2] - The company, founded on June 30, 2015, and listed on the Shanghai Stock Exchange on April 1, 2021, is a leading domestic manufacturer of micro-nano direct writing lithography equipment, focusing on high-precision direct imaging equipment [3] Group 2 - As of Q3 2025, the company's operating revenue was 934 million yuan, ranking 30th out of 89 in its industry, with the top competitor, Keda Manufacturing, generating 12.605 billion yuan, and the second competitor, Haomai Technology, generating 8.076 billion yuan [3] - The average revenue in the industry is 1.21 billion yuan, with a median of 596 million yuan [3]

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].