Photronics
PLAB
About: Photronics Inc is a U.S.-based company that is principally engaged in manufacturing photomasks. The photomasks are photographic quartz or glass plates that contain microscopic images of electronic circuits that are used as a component in the manufacture of integrated circuits and flat-panel displays. The revenue from products designed for integrated circuits production accounts for the majority of total revenue, with the rest derived from products for flat-panel display production. The company's assets are located in Taiwan, Korea, and the United States. It generates revenue world-wide, including in the United States, Europe, Taiwan, Korea, China, and elsewhere in Asia, with Taiwan contributing the majority of total revenue.
Employees: 1,878
Fund manager confidence
Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)
200% more funds holding in top 10
Funds holding in top 10: 1 [Q1] → 3 (+2) [Q2]
2.94% more ownership
Funds ownership: 87.25% [Q1] → 90.2% (+2.94%) [Q2]
3% more first-time investments, than exits
New positions opened: 32 | Existing positions closed: 31
0% less funds holding
Funds holding: 254 [Q1] → 253 (-1) [Q2]
3% less repeat investments, than reductions
Existing positions increased: 93 | Existing positions reduced: 96
11% less capital invested
Capital invested by funds: $1.15B [Q1] → $1.02B (-$128M) [Q2]
71% less call options, than puts
Call options by funds: $4.9M | Put options by funds: $17.1M
Financial journalist opinion
Based on 9 articles about PLAB published over the past 30 days
