Fluctuations in Photomask Demand Due to Panel Manufacturers’ Capital Investment and Production and Development Trends
First written in FY2022. 1 of 2 entries say "Materialised", first in 2026-08-10. Latest entry: 2026-08-10.
SK-Electronics moved to the "Worse" side of this theme in 2026, 7 years after the typical company in this theme (2019).
The whole theme swung hardest in 2019: 13 of 26 companies on the "Worse" side.
2 other companies' latest entry also says "Materialised".
- 2026-08-10MaterialisedRevision of earnings forecasts
「As demand for photomasks in the South Korean and Japanese markets fell short of expectations, standalone net sales for the fiscal year are expected to fall below the previous forecast, and we will revise our full-year non-consolidated earnings forecast.」
The shortfall in expected photomask demand in the South Korean and Japanese markets materialized and became a factor behind the downward revision to the non-consolidated net sales and profit forecasts. The consolidated earnings forecast was left unchanged because sales and profit at 頂正科技股份有限公司 have remained firm. - FY2022First statedAnnual report
「Demand for the large photomasks manufactured and sold by our group is affected by the capital expenditure and production and development trends of panel manufacturers, which are customers of our group. Accordingly, demand may fluctuate due to economic conditions and market downturns in Japan and overseas, or changes in customers' management policies or business environments. Significant fluctuations may affect our group's results.」
Fluctuations in demand for large photomasks attributable to customers' capital expenditures, production and development trends, management policies and other factors were disclosed for the first time as a standalone business risk.