Producer
Hoya Corporation
Japanese optical and electronics conglomerate (TSE: 7741); one of only two global EUV photomask blank manufacturers, holding ~35-38% overall market share but 75%+ of the High-NA EUV segment — the only validated supplier for sub-2nm logic nodes as of Q1 2025. Primary EUV blank production at Kumamoto, Japan; expanded by 3M units/year (2023) and 2.5M units/year (Feb 2024). Also operates in: contact lenses, eyeglass lenses, intraocular lenses for cataract surgery, medical flexible endoscopes, artificial bone/joint implants. These businesses are entirely unrelated to semiconductors yet share the same parent company.
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What they make
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Where they make it
2 facilities
Hoya Corporation Tokyo HQ →
JPTokyo · headquarters
Hoya global HQ; EUV photomask blank production and R&D activities.
Hoya EUV Photomask Blank Plant (Kumamoto) →
JPKumamoto Prefecture · manufacturing
Hoya's sole EUV photomask blank production facility in Kumamoto, Japan. Capacity: ~5.5 million units/year after two expansions (3M units/year added 2023; 2.5M units/year added February 2024). Only facility in the world producing High-NA EUV blanks validated for sub-2nm logic as of Q1 2025. A single contamination event or fire here would halt the High-NA EUV supply chain globally with no backup. Source: https://semiconductorinsight.com/blog/hoya-expands-euv-photomask-blank-capabilities-strengthening-global-semiconductor-supply-chain/
What else they do
Business segments
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EUV Photomask Blanks (75%+ High-NA Segment)
12%Intraocular Lenses for Cataract Surgery (World Leader)
20%Contact Lenses (Everyday Vision)
20%Eyeglass Lenses (Prescription Optics)
25%Medical Devices (Endoscopes + Implants)
15%Photomasks & Semiconductor Substrates
8%
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Did you know2024
Hoya Corporation is simultaneously the world's most critical EUV photomask blank supplier and a major medical device manufacturer. Hoya's Life Care division makes intraocular lenses implanted during cataract surgery (millions of patients per year), flexible medical endoscopes used in colonoscopies and upper GI procedures, artificial bone and joint implants, and contact lenses. The same Tokyo parent company that controls the sole supply of High-NA EUV blanks — without which no 2nm chip can be made — also makes the lens inside your eye after cataract surgery. Both businesses require extreme precision fabrication and cleanroom processes, but most people who know one business have never heard of the other.
Wikipedia ↗Capacity2023
HOYA holds ~70% of the global HDD (hard disk drive) glass substrate market — the glass disk inside every hard drive that holds the magnetic recording medium. This dominance predates HOYA's EUV blank fame by 20+ years. HDDs for cloud storage use HOYA glass substrates inside the platters. HOYA expanded glass substrate demand is now also driven by HAMR (Heat-Assisted Magnetic Recording) HDDs (Seagate/Western Digital next-generation) which require laser-polished glass rather than aluminum. HOYA thus supplies glass substrates for (1) hard drives storing cloud data, (2) EUV photomask blanks for manufacturing AI chips that process cloud data, and (3) eyeglass lenses for the humans reading the AI outputs — three consecutive steps in the human-technology interaction chain, all on HOYA glass.
HOYA Corporation ↗Origin2023
HOYA Corporation was founded in 1941 in Tokyo by Yōzō Yamamoto as a producer of precision optics for military applications during WWII. Post-war, HOYA pivoted to civilian optics — eyeglass lenses, camera lenses, and later industrial precision glass. The semiconductor business grew from HOYA's glass precision manufacturing expertise: HDD glass substrates in the 1990s (replacing aluminum substrates for hard disk drives), then photomask blanks in the 2000s (using HOYA's glass coating expertise), then EUV photomask blanks as ASML developed EUV lithography. The medical devices business (IOL, endoscopes, artificial bone) developed independently through acquisitions and organic growth, leveraging HOYA's precision optical manufacturing. A wartime optics manufacturer evolved into simultaneous world leadership in semiconductor EUV materials and cataract surgery lenses.
HOYA Corporation ↗