Photomasks · lithography reticles

Photronics

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. Masks are an essential consumable: no chip is patterned without them.

PLAB Updated Jun 21, 2026 1 AI consumers

Annual return · 2026-06-18'21+68.9%'22-10.7%'23+86.4%'24-24.9%'25+35.8%YTD+5.1%

Money in ▸Samsung Electronics◐파운드리·IDM (포토마스크)◐

PhotronicsFY2025 revenue $849M

▸ Money out마스크 블랭크·소재 (비공개)◐마스크 묘화·검사 장비 (비공개)○

Financials & Segments

Total revenue · FY2025 revenue $849M
Customer concentration · ~675 foundry/IDM/display customers.
Segments · IC photomasks · FPD photomasks

Revenue from

Samsung Electronics Medium confidence
Supplies photomasks to Samsung via Korean subsidiary PKL.
Confirms EN SEC EDGAR Published Dec 1, 2025: "Samsung weighs outsourcing memory photomasks to Photronics PKL."
Confirms KO TheElec Published Jun 1, 2025: "Samsung weighs outsourcing memory photomasks to Photronics PKL."
파운드리·IDM (포토마스크) Medium confidence
Supplies IC photomasks to foundries/IDMs (~675 customers).
Confirms EN SEC EDGAR Published Dec 1, 2025: "Masks are essential to lithography; foundries/IDMs broadly are customers."
Confirms KO ETNews Published Nov 7, 2022: "Masks are essential to lithography; foundries/IDMs broadly are customers."

Pays to

마스크 블랭크·소재 (비공개) Medium confidence
Sources mask blanks, pellicles and materials.
Confirms KO ETNews Published Nov 7, 2022: "Depends on mask blanks and key materials."
마스크 묘화·검사 장비 (비공개) Low confidence
Mask writing/inspection equipment (undisclosed).
Confirms EN SEC EDGAR Published Dec 1, 2025: "Uses dedicated mask writing/inspection tools."

Value-chain ripple (tiers 2–3)

Following node-to-node links up to 3 tiers; each firm is shown once, at its nearest tier.

Company	Chain	'21	'22	'23	'24	'25	YTD
CoreWeave	lead3	·	·	·	·	·	+64.7
Arista Networks	lead3	+97.9	-15.6	+94.1	+87.7	+18.5	+29.5
Foxconn (Hon Hai)	lead3	-5.1	+2.8	+7.8	+80.1	+26.9	+21.8
Alphabet (Google)	lead3	+65.3	-39.1	+58.3	+35.8	+66.1	+17.8
Apple	lead3	+34.6	-26.4	+49	+30.7	+9.1	+9.8
Amazon	lead3	+2.4	-49.6	+80.9	+44.4	+5.2	+5.9
Super Micro	lead3	+38.8	+86.8	+246.2	+7.2	-4	+4.7
Meta Platforms	lead3	+23.1	-64.2	+194.1	+65.9	+13.1	-12.3
Microsoft	lead3	+52.5	-28	+58.2	+12.9	+15.6	-21.2
Marvell	lead2	+84.9	-57.5	+63.7	+83.8	-22.8	+265.9
AMD	lead2	+56.9	-55	+127.6	-18.1	+77.3	+150.9
Qualcomm	lead2	+22.3	-38.4	+35.1	+7.7	+13.9	+34.2
Broadcom	lead2	+56.8	-13.4	+104.9	+110.9	+50.7	+19.3
NVIDIA	lead2	+125.5	-50.3	+239	+171.3	+38.9	+13.1
Samsung Electronics	lead1	-9	-14.2	+20.9	-26.4	+212.9	+121
Photronics	node	+68.9	-10.7	+86.4	-24.9	+35.8	+5.1

YTD as of 2026-06-18 · source: Yahoo Finance

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