Photomask demand is on the rise:
$Photronics(PLAB.US) #DNP #ToppanSource: Chips & Wafers
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Will be live for Equity Edge with @stocktalkweekly today!
We’ll be diving into $Thermon(THR.US), Thermon Group Holdings, a company that provides engineered industrial heating and temperature maintenance solutions.We’ll also be discussing the recent moves in $Amkor Tech(AMKR.US) & $Photronics(PLAB.US).Source: amit
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Hello stock fans some names moving higher in premarket $Photronics(PLAB.US) $Horizon Space Acquisition I(HSPO.US) $Braze(BRZE.US) $GE Vernova(GEV.US) $Abivax SA(ABVX.US) $AKT $Jumia Tech AG (JMIA.US) $Senti Biosciences(SNTI.US) $Orchestra BioMed(OBIO.US) $Echostar(SATS.US) $Dyne Therapeutics(DYN.US) $HSBC(HSBC.US) $ProPetro(PUMP.US) $Novo Nordisk AS(NVO.US) $Ally Financial(ALLY.US)
Source: Sunrise Trader
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Samsung actively localizing their mask blank supply chain, as they aim to reduce reliance on Japan's #Hoya ($7741)
Korea's S&S Tech ($101490) is poised to be a big winner here, and likely has the knowledge to be successful as the CEO/Founder comes from a strong Photomask pedigree.The next shoe to drop could be photomask manufacturers. It stands to reason Samsung will be equally motivated to reduce reliance on $Photronics(PLAB.US) in the US, and #Toppan ($7911) and #DNP ($7912) in Japan for their photomasks.Also potentially positive for Lasertec ($6920) who sells the mask blank equipment to S&S Tech.Source: Chips & Wafers
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One of the implications here will be slower demand for Panel photomasks.
Keep a cautious eye on $Photronics(PLAB.US)Source: Chips & Wafers
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One area where China is quickly building up internal local capacity is photomasks.
I am told there are ~20 new photomask shops in China. They are most likely to reach requisite quality first on mature node photomasks and will supply local mature node foundries.The data indicates that through Feb there is a continued inflow of photomask manufacturing equipment into China. Stocks to watch: $Photronics(PLAB.US) in the USA and #DNP and #Toppan in Japan who could be replaced by Chinese photomask suppliers Also watch:#Hoya in Japan who sell the photomask blanks and could benefit from having additional customersSource: Chips & Wafers
