Photronicsは,高級半導体とディスプレイに対するアジアの強い需要により,2026年第2四半期に業績予想を上回り,記録的な利益率と全年予測を上げました. Photronics beat earnings estimates in Q2 2026, driven by strong Asian demand for high-end semiconductors and displays, with record margins and raised full-year guidance.

Photronics (PLAB) は,2026年第2四半期に株当たり0.61ドルの利益を報告し,特にアジアにおける高級半導体とディスプレイの需要が強いため,推定値を0.07ドル上回った. Photronics (PLAB) reported second-quarter 2026 earnings of $0.61 per share, beating estimates by $0.07, driven by strong demand for high-end semiconductors and displays, particularly in Asia. 売上高は2億2500万ドルで,前年比6%増加.高級ICの売上高は毎年19%増加し,総利益率は記録的な35%に達した. Revenue reached $225 million, up 6% year-over-year, with high-end IC revenue rising 19% annually and gross margins hitting a record 35%. 同社は2026年度の完全EPSガイドラインを0.490-$0.550に上げ、資本支出を3億3,000万ドルで再評価し,同社は,AI-Officialの需要と次世代のチップ生産を支援するため,テキサスと韓国の高度なリトアグラ,新施設への投資を継続している. The company raised its full-year 2026 EPS guidance to $0.490–$0.550, reaffirmed capital spending at $330 million, and continues investing in advanced lithography and new facilities in Texas and Korea to support AI-driven demand and next-generation chip production.