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KLA Corporation (KLAC) investor relations material
KLA Corporation UBS’s 2025 Global Technology and AI Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.UBS’s 2025 Global Technology and AI Conference summary3 Dec, 2025
Market outlook and growth drivers
Expecting modest growth in the first half of next year, with acceleration in the second half, driven by high-performance compute, high-bandwidth memory, and advanced packaging.
Large die sizes and robust design environments are increasing process control intensity and investment.
Advanced packaging is now a significant and fast-growing market, projected to outpace WFE growth.
WFE for 2025 estimated at $105–$110 billion, with advanced packaging adding another $11 billion.
Customer engagement and lead times are increasing, indicating strong demand.
Regional and segment trends
China’s market share is expected to decline from 41% in 2024 to the mid-20s percent next year.
BIS rule changes impacted $300 million in business, but most is expected to be reslotted over the year.
DRAM demand is strong, with customers seeking earlier delivery slots, while NAND remains a smaller segment.
Domestic Chinese competition is modest and mainly at legacy nodes; advanced nodes remain less affected.
Competitive positioning and share
Gained 60 basis points of WFE share last year and expect further gains due to leading-edge investments and high-bandwidth memory.
Logic foundry’s share of WFE is expected to decrease slightly, but high-bandwidth memory and leading-edge logic offset potential pressure.
N2 node investments are higher than N3, with a more balanced investment profile across node lifecycles.
Broadening foundry market and new entrants provide additional growth opportunities.
How does KLA sustain share amid memory mix shift?
What is the outlook for reslotted China business?
What structural changes drive service growth?
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Next KLA Corporation earnings date
Q2 202629 Jan, 2026
Next KLA Corporation earnings date
Q2 202629 Jan, 2026
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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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