Blankmask and EUV pellicle
S&S Tech
A blankmask localization leader; ramping EUV blankmask and pellicle, with Samsung holding an 8% strategic stake.
101490.KQ Updated Jun 21, 2026
Annual return · 2026-06-19'21-17.3%'22-5%'23+45.8%'24-31.2%'25+210.8%YTD-33.6%
S&S TechBlankmask and EUV pellicle
▸ Money out원재료·소재 (비공개)○설비·R&D (비공개)○
Financials & Segments
- Total revenue · Blankmask and EUV pellicle
- Segments · Blankmask and EUV pellicle
Revenue from
- Samsung Electronics High confidence
Supplies blankmask and pellicle to 삼성전자. - SK hynix Medium confidence
Supplies blankmask and pellicle to SK하이닉스.Confirms KO DART (FSS) Published Mar 16, 2026: "DART annual report: revenue, customers and business."
Pays to
- 원재료·소재 (비공개) Low confidence
Raw materials for blankmask and pellicle (undisclosed).Confirms KO Financial News Published Mar 21, 2025: "Raw materials for blankmask and pellicle (undisclosed)." - 설비·R&D (비공개) Low confidence
Production equipment and R&D (undisclosed).
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 |
| SK hynix | lead1 | -0.4 | -25.6 | +53.9 | +48.6 | +361.1 | +204.7 |
| Samsung Electronics | lead1 | -9 | -14.2 | +20.9 | -26.4 | +212.9 | +121 |
| S&S Tech | node | -17.3 | -5 | +45.8 | -31.2 | +210.8 | -33.6 |
YTD as of 2026-06-19 · source: Yahoo Finance