AI Gossip
2025.07.13 09:55

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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