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KLA (KLAC) investor relations material
KLA Goldman Sachs Communicopia + Technology Conference 2025 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Goldman Sachs Communicopia + Technology Conference 2025 summary10 Sep, 2025
Business performance and market outlook
June and September quarters showed strong results, with 2025 tracking as expected and incremental improvements over guidance.
Advanced packaging revenue has grown significantly, with momentum expected to continue, driven by high sampling rates and share gains.
Service business maintains double-digit growth despite export control challenges, with a long-term target of 12–14% growth.
Gross margins guided at 62.5% for the year, with operating margins above the long-term target model.
Focus remains on customer support, innovation, and leveraging productivity tools to drive business model efficiency.
Industry trends and technology drivers
Process control intensity is rising due to larger die sizes, advanced logic, and high-bandwidth memory (HBM) stacking.
Advanced packaging market has grown to $10–11 billion, with increasing complexity and integration driving demand.
AI and high-performance computing trends are increasing process control requirements in both logic and memory.
Proliferation of leading-edge designs and lower design costs are creating more opportunities for process control.
N2 node expected to be the largest in terms of design activity over the next three years.
Market share and business segments
Process control share of wafer fab equipment (WFE) is trending toward 8% in 2024, ahead of the 7.25%+ target set in 2022.
Advanced packaging is expected to grow faster than WFE overall, with high sampling rates and complexity driving demand.
Non-process control businesses, such as specialty semiconductors and PCB, are being leveraged for growth, especially after acquisitions.
Shift in EPC portfolio toward packaging, with component inspection and software businesses also growing.
Consolidation of EPC and process control channels to align with customer needs and market trends.
Sustain KLA's WFE share above 2026 target?
How is EPC integration driving packaging growth?
What sustains KLA's 15% dividend growth?
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Frequently asked questions
Semiconductor Process Control and Management
KLA Corporation specializes in developing and manufacturing process control and yield management systems for the semiconductor industry. The company's products and services are designed to enhance the production and performance of integrated circuits and other microelectronics.
KLA's offerings include advanced inspection, metrology, and data analytics systems that enable semiconductor manufacturers to improve quality control, optimize production processes, and achieve higher yields. The company is headquartered in Milpitas, California, and its shares are listed on the NASDAQ.
KLA's Areas of Focus and Customer Groups
The company's core business revolves around the development and supply of advanced inspection, metrology, and data analytics tools. These tools are integral to the semiconductor manufacturing process, as they help identify and correct defects at various stages of production, thereby enhancing yield, improving device performance, and reducing production costs.
KLA's inspection systems are used to detect and analyze defects on wafers, photomasks, reticles, and even during the packaging process. These defects, if not detected early, can lead to significant issues in the final product, making KLA's solutions essential for maintaining the integrity and reliability of semiconductor devices. Their metrology tools, on the other hand, are used to measure critical dimensions, film thicknesses, and other key parameters, ensuring that the manufacturing process adheres to the precise specifications required for advanced semiconductor devices.
Beyond hardware, KLA also provides software and services. The company offers sophisticated data analytics solutions that leverage artificial intelligence (AI) and machine learning to predict potential issues and optimize production processes. This integration of hardware and software enables KLA’s customers to gain deeper insights into their manufacturing processes, facilitating continuous improvement and innovation.
KLA serves a wide range of customers, including semiconductor manufacturers, foundries, and electronic components suppliers. The company’s products are vital not only for cutting-edge semiconductor technologies, such as those used in smartphones and data centers, but also for fields like advanced packaging, automotive electronics, and the Internet of Things (IoT).
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