Semiconductor Manufacturing
Lasertec
A Japanese equipment maker holding a near-monopoly in EUV photomask inspection systems, an essential and highly specialized step in manufacturing the most advanced chips using ASML's EUV lithography tools. Lasertec forecast a 20.5% fiscal-2026 sales decline to roughly ¥200 billion due to a near-term lull in EUV mask blank inspection orders, though it maintains near-100% share of the actinic EUV patterned mask inspection market and expects renewed growth as 2nm mass production and High-NA lithography adoption accelerate through 2027. Lasertec's own tools depend on ultra-precision optics supplied by Carl Zeiss SMT (which also supplies ASML's lithography optics), and no company currently offers a qualified alternative to its actinic EUV inspection systems -- KLA Corporation is the closest adjacent player, but only in die-to-database e-beam and non-actinic inspection, not the actinic (13.5nm wavelength) technique Lasertec uniquely commercializes.
Additional Intelligence Signals
Patent citation lineage, earnings-call mentions, and federal contract disclosures — automatically collected, not yet visible anywhere else on the site.
Federal contract disclosures
Department of the Treasury — $3,910,606: UNITED STATES PHILADELPHIA MINT THREE (3) ACSYS PIRANHA FEMTO LASERS FOR DESIGN ENGRAVING.
USAspending.gov · Jul 29, 2025
Department of the Treasury — $568,476: ACSYS PIRANHA NANO LASER TO REPLACE AN EXISTING FOBA LASER USED AT THE SAN FRANCISCO MINT
USAspending.gov · Sep 23, 2024
Department of the Treasury — $509,572: UNITED STATES DENVER MINT ACSYS PIRANHA FROSTING LASER
USAspending.gov · Jun 24, 2024
Department of the Treasury — $497,110: UNITED STATES PHILADELPHIA MINT WILL RETROFIT ONE (1) EXISTING ACSYS PIRANHA PICO LASER TO A PIRANHA FEMTO LASER FOR DESIGN ENGRAVING AT THE PHILADELPHIA MINT.
USAspending.gov · Jul 29, 2025
Department of the Treasury — $366,198: UNITED STATES PHILADELPHIA MINT ACSYS LASERS SYSTEM & SERVICE AGREEMENT
USAspending.gov · Sep 27, 2021
Sources
Every claim traced to a primary source — evidence, recent activity, and insider filing behavior, all in one place.
Evidence
4 sources · 65% avg. source confidence
- Lasertec Corporation / industry analysis — Lasertec holds near-monopoly in EUV mask inspection as High-NA EUV approaches78% source confidence
- Yahoo Finance Japan / Lasertec earnings guidance — Lasertec guides to a 20.5% FY2026 sales decline as EUV mask order lull offsets long-term AI tailwind65% source confidence
- Market research aggregation (GMInsights / DataInsightsMarket) — No qualified alternative exists for Lasertec's actinic EUV mask inspection; KLA and Applied Materials only adjacent62% source confidence
- Photomask equipment market research — Lasertec launches ACTIS A200HiT and MAGICS M9750/M9751 ahead of High-NA transition54% source confidence
Dependency Map
What Lasertec depends on below, and who depends on Lasertec above — click any node to make it the new center, 2 levels deep.
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The Story So Far (last 6 months)
Auto-generated from this entity's dated milestones, relationship updates, and sourced evidence — not AI-written, just sorted.
Lasertec's Timeline
A sourced, dated history of Lasertec's key moments — founding to present.
Jan 1960 · Founded
Lasertec was founded, later achieving a near-monopoly in EUV photomask inspection systems essential to ASML's EUV lithography tools.
Oct 2025 · Launches ACTIS A200HiT Series
Lasertec launched the ACTIS A200HiT Series, tailored for next-generation semiconductor photomask and mask-blank quality control ahead of the High-NA EUV transition.
Dec 2025 · Launches MAGICS M9750/M9751 mask blank inspection systems
Lasertec announced the MAGICS Series M9750 and M9751, new mask blank inspection and review systems designed for next-generation semiconductor manufacturing.