COMPANIES · CHIP EQUIPMENT

Photronics

US maker of photomasks: the quartz plates carrying a chip's circuit pattern that lithography machines project onto wafers, for both chips and flat-panel displays.

AI-adjacentChip equipment
What it does

US maker of photomasks: the quartz plates carrying a chip's circuit pattern that lithography machines project onto wafers, for both chips and flat-panel displays.

Why it matters

Every chip design needs its own set of masks, and Photronics' annual report describes AI as shaping its technology roadmap. Most of its business is in mainstream and mature-node chips and display masks rather than leading-edge AI processors, so AI is an indirect driver.

How it makes money

Sells custom photomasks to chipmakers and display-panel makers from 11 plants in Asia, Europe and North America.

Geography

United States (Brookfield, Connecticut)

AI stack position

Semiconductor manufacturing equipment. The highly specialized machines and design software used to create advanced chips in the first place. Without these tools, no chip maker in the world — including the ones building NVIDIA's chips — could produce anything.

Same-layer peers

Same-layer peers share an editorial stack classification; that alone does not establish direct competition.

Connections (2)

Every connection below is tied to a readable source, date, classification and statement of its limits. A company source establishes what that company stated; it does not necessarily provide independent confirmation.

Current relationships (2)

Photronics supplies photomasks to Samsung Electronics
SuppliesCurrent
Photronics' fiscal 2024 annual report said Samsung Electronics accounted for about 12% of its revenue in 2024, 10% in 2023 and 11% in 2022.

Source: 2024-12-26 · reviewed 2026-09-26

Evidence: Primary-source statement · Reported operating through fiscal 2024

Limits: Historical revenue shares through fiscal 2024; the fiscal 2025 report does not name customers, so this does not establish the current share or which Samsung products the masks serve.

Photronics 2024 Annual Report and Form 10-K ↗
Photronics supplies photomasks to UMC
SuppliesCurrent
Photronics' fiscal 2024 annual report said United Microelectronics accounted for about 15% of its revenue in 2024, 14% in 2023 and 15% in 2022.

Source: 2024-12-26 · reviewed 2026-09-26

Evidence: Primary-source statement · Reported operating through fiscal 2024

Limits: Historical revenue shares through fiscal 2024; does not establish the current share, exclusivity or which UMC nodes the masks serve.

Photronics 2024 Annual Report and Form 10-K ↗
Evidence for this profile

Photronics 2025 Annual Report and Form 10-K ↗
Reviewed

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Inclusion in this database is not an endorsement of a company or its securities. Nothing here is a recommendation to buy or sell anything, and none of it is individualized investment advice. See the disclosures. Data: AI Map v3.24, released .