{"slug":"photronics","name":"Photronics","name_en":"Photronics","ticker":"PLAB","updated_at":"2026-06-21T15:59:18.896805+00:00","canonical":"https://valuechain.wiki/photronics","kicker":"포토마스크 · 노광 원판","kicker_en":"Photomasks · lithography reticles","lead":"반도체·디스플레이 포토마스크(노광 원판) 세계 선도 기업. FY2025 매출 $8.49억, IC $6.15억·FPD $2.34억. 약 675개 고객(파운드리·IDM·디스플레이). 한국 자회사 PKL을 통해 삼성전자 등에 공급. 마스크 없이는 어떤 칩도 노광할 수 없는 필수 소모재.","lead_en":"A world leader in semiconductor and display photomasks (lithography reticles). FY2025 revenue $849M (IC $615M, FPD $234M). ~675 customers across foundries, IDMs and display. Supplies Samsung and others via its Korean subsidiary PKL. 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reviews Photronics PKL","excerpt":"삼성전자가 메모리용 포토마스크를 포트로닉스 PKL에 외주 검토.","excerpt_en":"Samsung weighs outsourcing memory photomasks to Photronics PKL."}]},{"direction":"revenue","counterparty":"파운드리·IDM (포토마스크)","counterparty_slug":null,"confidence":"mid","metric":{"type":"qualifier","value":null,"qualifier":"confirmed_no_disclosed_value"},"note":"파운드리·IDM에 IC 포토마스크 공급(~675개 고객).","note_en":"Supplies IC photomasks to foundries/IDMs (~675 customers).","sources":[{"stance":"confirms","publisher":"SEC EDGAR","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2025-12-01","url":"https://www.sec.gov/Archives/edgar/data/810136/000114036125045083/ef20060918_ex99-1.htm","title":"Photronics 분기 실적(8-K)","title_en":"Photronics quarterly results (8-K)","excerpt":"마스크는 노광에 필수, 파운드리·IDM 전반이 고객.","excerpt_en":"Masks are essential to lithography; foundries/IDMs broadly are customers."},{"stance":"confirms","publisher":"전자신문","publisher_en":"ETNews","kind":"news","lang":"ko","published_at":"2022-11-07","url":"https://www.etnews.com/20221107000200","title":"\"포토마스크 없다\"…반도체 초비상(필수 소모재)","title_en":"Photomask shortage hits chips (essential consumable)","excerpt":"마스크는 노광에 필수, 파운드리·IDM 전반이 고객.","excerpt_en":"Masks are essential to lithography; foundries/IDMs broadly are customers."}]},{"direction":"cost","counterparty":"마스크 블랭크·소재 (비공개)","counterparty_slug":null,"confidence":"mid","metric":{"type":"qualifier","value":null,"qualifier":"confirmed_no_disclosed_value"},"note":"마스크 블랭크·펠리클 등 소재 조달.","note_en":"Sources mask blanks, pellicles and materials.","sources":[{"stance":"confirms","publisher":"전자신문","publisher_en":"ETNews","kind":"news","lang":"ko","published_at":"2022-11-07","url":"https://www.etnews.com/20221107000200","title":"\"포토마스크 없다\"…반도체 초비상(필수 소모재)","title_en":"Photomask shortage hits chips (essential consumable)","excerpt":"마스크 블랭크 등 핵심 소재 의존.","excerpt_en":"Depends on mask blanks and key materials."}]},{"direction":"cost","counterparty":"마스크 묘화·검사 장비 (비공개)","counterparty_slug":null,"confidence":"low","metric":{"type":"qualifier","value":null,"qualifier":"confirmed_no_disclosed_value"},"note":"마스크 묘화·검사 장비(비공개).","note_en":"Mask writing/inspection equipment (undisclosed).","sources":[{"stance":"confirms","publisher":"SEC EDGAR","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2025-12-01","url":"https://www.sec.gov/Archives/edgar/data/810136/000114036125045083/ef20060918_ex99-1.htm","title":"Photronics 분기 실적(8-K)","title_en":"Photronics quarterly results (8-K)","excerpt":"마스크 제작에 전용 묘화·검사 장비 사용.","excerpt_en":"Uses dedicated mask writing/inspection tools."}]}]}