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1.20b · part of Fab materials, masks, gases

Who makes masks and blanks for AI data centers

Photomasks and mask blanks that carry the circuit pattern projected onto a wafer during lithography.

Companies on this part (4)

CompanyRoleOwnershipTickerPrice1dConfidenceNote
DNPmanufacturerpublic7912.T3091 JPY-0.1%inferred
Hoyamanufacturerpublic7741.T24400 JPY-0.3%inferred
PhotronicsmanufacturerpublicPLAB30.26 USD-0.5%inferred
Toppanmanufacturerpublic7911.T5015 JPY-0.2%inferred

Who competes here

The same table read the other way: every company above competes for masks and blanks sockets. Confidence tags matter — an inferred placement is a lead, not a confirmed rivalry.

Nearby parts

Sources: placements without a source URL come from the taxonomy seed and are tagged accordingly. How this data is builtMarkdown · JSON