Photronics (PLAB) Q2 FY26 earnings call

Photronics reported flat Q2 FY26 revenue as strong FPD performance, up 13% year-over-year, was offset by a 5% decline in the IC business due to delayed design releases. The company is navigating near-term headwinds from fab utilization and memory constraints while continuing strategic investments in advanced node capabilities in the US and Korea, aiming for future revenue growth and market share expansion.