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[News] Japan’s Adhesive Tape Firm Lintec Targets EUV Pellicles, Reportedly Plans ¥7B Investment and 2026 Production

What happened

Lintec plans to invest 7 billion yen to produce 10,000 EUV pellicles annually starting in 2026. The company is developing carbon nanotube-based pellicles with AIST to address durability and etching issues in high-power EUV environments. Impact: Watch. New supply entry into a critical niche material with a 2026 timeline.

Impact and signal

Low impactImpact score: 15/100

Affected components and suppliers

EUV Pellicles

Lintec

EUVPellicleNew EntrantCapacity Expansion

Source and time

Source: TrendForce · 5/25/2026 · View original source

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[News] Japan’s Adhesive Tape Firm Lintec Targets EUV Pellicles, Reportedly Plans ¥7B Investment and 2026 Production

What happened

Impact and signal

Affected components and suppliers

Source and time

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