Sub-category 11.5
Photomasks
Physical glass “stencils” used in lithography. Each new node multiplies mask cost and complexity (3nm reticle sets >$20M).
Players
Players: Photronics PLAB, Toppan Photomasks 7911.T, Dai Nippon Printing (DNP) 7912.T, TSMC in-house mask shop TSM, Intel in-house INTC
Analysis coming soon — this page is scaffolding for deeper research into photomasks.