Top 10 Companies in the EUV Pellicle Market (2026): Market Leaders Powering Global Semiconductor Manufacturing

MARKET INSIGHTS

EUV Pellicle Market refers to the Global industry focused on the development, production, and commercialization of ultra-thin protective membranes known as pellicles used in Extreme Ultraviolet Lithography systems.

In the world of next-generation chips, where precision is measured at the atomic scale, even the smallest imperfection can cost millions. That’s exactly why the EUV pellicle once considered a secondary component has stepped into the spotlight as a silent guardian of semiconductor manufacturing.

 

• EUV pellicle market was valued at USD 72 million in 2024, reflecting its growing importance in enabling defect-free chip manufacturing within advanced Extreme Ultraviolet Lithography processes.

• The market is projected to reach approximately USD 85 million by 2025, driven by increasing adoption of EUV systems and the rising need for contamination control in high-volume semiconductor fabrication.

• By 2032, the industry is expected to witness significant expansion, reaching around USD 163 million, as advanced nodes like 3nm and below continue to scale and demand for high-performance chips accelerates globally.

• The market is anticipated to grow at a CAGR of 9.3% during the forecast period, supported by continuous innovation in pellicle materials, increasing deployment of EUV lithography systems by companies like ASML, and the rising complexity of semiconductor manufacturing.

At the core of this market lies Extreme Ultraviolet Lithography, the technology enabling chipmakers to produce ultra-advanced nodes like 5nm and 3nm. But EUV comes with a unique challenge: it’s incredibly short wavelength makes it highly sensitive to microscopic contamination.

A single particle on a mask can disrupt entire production runs. This is where pellicles come in not just as protective films, but as ultra-engineered barriers designed to operate in one of the most demanding environments in manufacturing.

EUV Pellicle Market – View in Detailed Research Report

PRODUCT DEFINITION

Pellicles are ultra-thin, transparent membranes that sit over photomasks in EUV lithography tools. They protect the mask from particles and contaminants while allowing the high-energy EUV light to pass through with minimal loss, ensuring precise pattern transfer onto semiconductor wafers.

TOP 10 COMPANIES IN THE EUV PELLICLE MARKET

🔟 1. Mitsui Chemicals

Headquarters: Tokyo, Japan
Key Offering: High-transmittance pellicles, CNT-based pellicles, multi-layer MoSi/Si pellicles

Mitsui Chemicals has been a pioneer in EUV pellicle technology, partnering with ASML to deliver high-performance films that meet the stringent requirements of sub-7nm processes. Their expertise in advanced material science has positioned them as the market leader in transmittance and durability.

Sustainability & Growth Initiatives:

• Investing in carbon nanotube (CNT) production to boost transmittance to 93-95%
• Expanding manufacturing capacity in Japan and Southeast Asia to meet global demand
• Collaborating with leading foundries to accelerate adoption of next-generation pellicles

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🔟 2. S&S Tech

Headquarters: Seoul, South Korea
Key Offering: High-transmittance pellicles, advanced multi-layer pellicles

S&S Tech has rapidly advanced its pellicle portfolio, achieving over 90% EUV transmittance in recent models. Their focus on material innovation and robust manufacturing processes has secured strong partnerships with leading semiconductor fabs.

Sustainability & Growth Initiatives:

• Developing eco-friendly pellicle substrates to align with sustainability goals
• Scaling production to support the growing 3nm and 2nm node markets
• Investing in R&D for next-generation CNT pellicles

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🔟 3. Canatu

Headquarters: Espoo, Finland
Key Offering: CNT-based pellicles, high-transmittance solutions

Canatu has emerged as a key player in the emerging CNT pellicle space, delivering films with superior thermal stability and optical performance. Their collaboration with Imec and other research institutions fuels continuous innovation.

Sustainability & Growth Initiatives:

• Partnerships with academic labs to develop next-gen nanomaterials
• Expanding production facilities in Europe to meet regional demand
• Focus on reducing carbon footprint through green manufacturing processes

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🔟 4. TSMC

Headquarters: Hsinchu, Taiwan
Key Offering: In-house pellicle solutions, integrated process technology

TSMC has begun developing its own pellicle technology to reduce dependence on external suppliers. Their vertical integration strategy enhances yield protection for advanced nodes.

Sustainability & Growth Initiatives:

• Investing in domestic R&D for high-transmittance pellicles
• Expanding capacity to support 2nm and beyond process nodes
• Commitment to carbon neutrality across its supply chain

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🔟 5. FST

Headquarters: Suwon, South Korea
Key Offering: Advanced pellicles for high-NA EUV systems

FST focuses on delivering pellicles optimized for high numerical aperture (NA) EUV lithography, ensuring minimal defect rates and high throughput.

Sustainability & Growth Initiatives:

• Developing low-defect, high-transmittance pellicles for next-gen nodes
• Collaborating with foundries to validate performance at scale
• Investing in sustainable manufacturing practices

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🔟 6. ASML

Headquarters: Veldhoven, Netherlands
Key Offering: EUV lithography systems with integrated pellicle solutions

ASML, the leading EUV equipment manufacturer, licenses pellicle technology from Mitsui Chemicals and partners with other suppliers to deliver high-transmittance films that match the performance of its lithography tools.

Sustainability & Growth Initiatives:

• Collaborating on CNT pellicle development for 600W+ EUV sources
• Driving industry-wide standards for pellicle performance
• Investing in green manufacturing and low-energy lithography

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🔟 7. Applied Materials

Headquarters: Santa Barbara, USA
Key Offering: Advanced coating technologies for pellicles

Applied Materials leverages its coating expertise to enhance pellicle durability and transmittance, providing solutions that complement EUV lithography systems.

Sustainability & Growth Initiatives:

• Developing low-energy coating processes
• Expanding partnerships with foundries for integrated solutions
• Investing in sustainable material sourcing

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🔟 8. Lam Research

Headquarters: Fremont, USA
Key Offering: Equipment for pellicle manufacturing and inspection

Lam Research provides critical equipment that supports high-volume pellicle production, ensuring quality control and process reliability.

Sustainability & Growth Initiatives:

• Improving inspection accuracy to reduce waste
• Developing energy-efficient manufacturing equipment
• Supporting industry sustainability goals through low-carbon processes

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🔟 9. Tokyo Electron

Headquarters: Tokyo, Japan
Key Offering: Equipment and materials for pellicle fabrication

Tokyo Electron supplies advanced tools and materials that enable precise pellicle manufacturing, supporting the high-performance demands of EUV lithography.

Sustainability & Growth Initiatives:

• Investing in green manufacturing technologies
• Collaborating with partners to enhance pellicle performance
• Expanding capacity to meet global demand

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🔟 10. Samsung Electronics

Headquarters: Suwon, South Korea
Key Offering: In-house pellicle solutions for advanced process nodes

Samsung Electronics has begun developing its own pellicle technology to support its expansive foundry and semiconductor manufacturing operations.

Sustainability & Growth Initiatives:

• Investing in R&D for high-transmittance, low-defect pellicles
• Expanding production facilities in Asia to meet demand
• Commitment to carbon-neutral manufacturing

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OUTLOOK

The EUV pellicle market is poised for robust growth through 2034, with the industry expected to reach USD 163 million by that year, driven by the continued expansion of 3nm and 2nm nodes and the adoption of high-power EUV lithography systems. A CAGR of 9.3% reflects sustained demand for high-transmittance, thermally resilient pellicles that protect photomasks and enable high-throughput manufacturing.

FUTURE TRENDS

Key future trends include the rapid development of carbon nanotube (CNT) pellicles, which promise transmittance of 93-95% and superior thermal durability, and the shift toward multi-layer MoSi/Si composite structures that have already raised EUV transmittance to over 90%. Advanced packaging applications, such as 2.5D/3D IC integration, will further expand the pellicle market beyond traditional foundry use, creating new revenue streams for suppliers. Additionally, AI-driven semiconductor demand is accelerating EUV adoption, driving the need for flawless contamination control and high-performance pellicles across logic and memory applications.