Photronics
PLAB · NASDAQ · Technology
$29.11
+$0.61 (+2.10%) today
Market Cap
$1.72B
24h Volume
$35.5M
P/E Ratio
10.4
52w High
$54.96
52w Low
$20.28
Est. AI Revenue
10%
7-Day Sparkline (Static)
Company facts
Performance
About Photronics
Photronics is the largest merchant maker of photomasks, the quartz templates used to print circuit patterns onto wafers and displays. Chipmakers without captive mask shops, and many with them, order mask sets from Photronics for every new design they produce. Revenue follows design activity across nodes and industries.
The company produces IC photomasks from mature nodes up to high end logic, plus FPD photomasks for flat panel displays. Every chip design requires its own mask set, so a wave of new AI related designs, from accelerators to derivative parts, raises demand for high end masks even though Photronics does not make the chips themselves.
Founded in 1969 and headquartered in Brookfield, CT, Photronics employs about 1,900 people and lists on NASDAQ under PLAB.
Photronics in the AI buildout
Photronics sits in the Chip Equipment layer as critical infrastructure rather than a growth engine. Photomasks are consumed by design activity: every new chip, including AI accelerators and the growing number of custom silicon projects AI has spurred, needs a mask set before a single wafer prints. That gives Photronics steady leverage to a busier design environment. Its revenue remains weighted to mature nodes and display masks, so its AI exposure is indirect and diffuse compared with leading edge equipment makers.
PLAB is tracked in Chip Equipment & Foundries, rated Growing on the AI Exposure leaderboard.
By the numbers
52-week range
PLAB trades at $29.11, 25% of the way up its 52-week range of $20.28 to $54.96.
Market cap
Market capitalization is $1.72B, with an AI Exposure Score of 30 out of 100.
Valuation vs peers
Its P/E ratio of 10.4 is below the Chip Equipment & Foundries category median of 44.2.
Next earnings
Photronics is next expected to report earnings on August 26, 2026.
Market data as of the close on . Prices are end of day, not live.
Frequently asked questions
What does Photronics do?
Photronics manufactures photomasks, the quartz templates that print circuit patterns onto semiconductor wafers and flat panel displays. It is the largest merchant supplier, serving chipmakers and display makers that order mask sets for each new design.
How is Photronics exposed to AI?
Every AI chip design needs a mask set, so rising design activity lifts demand for its high end masks, though most revenue comes from mature node and display masks. Supercycle rates it Growing with an AI Exposure Score of 30 out of 100.
What are Photronics' main products?
IC photomasks spanning mature nodes to high end logic, and FPD photomasks for flat panel displays. Mask sets are ordered per chip design, giving Photronics a business tied to design starts rather than wafer volumes.
Who leads Photronics and where is it based?
George C. Macricostas serves as CEO. Founded in 1969, the company is headquartered in Brookfield, CT, employs about 1,900 people, and lists on NASDAQ under the ticker PLAB.
Is PLAB a pure play AI stock?
No. Supercycle rates Photronics in the Growing tier with a score of 30. It holds a steady critical infrastructure position in the chip supply chain, but revenue is weighted to mature nodes and display masks rather than AI specific work.
Profile written 2026-08, updated as the business changes. Editorial content, not investment advice.
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