The company will benefit from Samsung acquisition of SanDisk in big way says The Information Network.

Photronics, a supplier of photomasks to Samsung, will benefit from the possible acquisition of SanDisk, according to the report: Mask Making, Inspection, and Repair: Market Analysis and Strategic Issues, recently published by The Information Network, a New Tripoli, PA based market research company.

The possible takeover by Samsung Electronics Co. of U.S. computer memory card maker SanDisk Corp. would help Samsung widen its lead over Toshiba Corp. in the $15 billion market for NAND chips.

“Samsung is Photronics' largest customer, with 25% of its sales in 2007. Samsung purchases the photomasks through PKL in Korea, which Photronics acquired in 2001,” said Dr. Robert Castellano, President of The Information Network. “If the acquisition of SanDisk comes about, it will necessitate the need for additional photomask purchases by Samsung. In addition, Samsung has a habit of building a new fab every year, the envy of the IC world, which also required new photomasks from PKL. In fact, Samsung's capex are estimated to be over 40 per cent of sales revenue in 2008.”

Our analysis shows that for 2007, Photronics held a 16.8 percent share of the $2 billion global merchant market for semiconductor photomasks, behind DNP and Toppan. In the past three years, Photronics continues to make substantial capital expenditures to meet advanced technological demands, which generate greater revenues than older technology masks.

AngelTech Live III: Join us on 12 April 2021!

AngelTech Live III will be broadcast on 12 April 2021, 10am BST, rebroadcast on 14 April (10am CTT) and 16 April (10am PST) and will feature online versions of the market-leading physical events: CS International and PIC International PLUS a brand new Silicon Semiconductor International Track!

Thanks to the great diversity of the semiconductor industry, we are always chasing new markets and developing a range of exciting technologies.

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