-KLA dominates process control like ASML dominates litho
-Industry in “panic mode” over capacity drives process control
-Like others, KLA tool supplies are in demand & tight supply
-Balance of 2021 “filled out” – now booking for 2022
Solid numbers and very solid guide for a better second … Read More
As uncertainties mount about the near-term semiconductor industry from companies in Apple’s supply chain and the significant drop in memory chip prices, the semiconductor industry has consistently grown each year since the great recession of 2009. Semiconductor revenues have consistently outpaced semiconductor equipment… Read More
As we had projected, with KLA having the highest exposure to foundry/logic of any tool company, they are seeing the most near term strength as foundries (read that as TSMC) spend big for 10NM and 7NM. In addition the first tools you buy are yield management/metrology tools which KLA is the king of.
KLA put up numbers well above estimates….Generating… Read More
While no one was really paying attention, and the company didn’t have an earnings call anyway, KLAC put up a strong beat. Revenues came in at $919M versus street of $842M and EPS came in at $1.77 easily beating $1.42 street.
However this was at the expense of the September quarter as it appears that business in the September quarter… Read More
A new powerhouse to dominate over AMAT
Combination of best of Breeds
KLAC shareholders get $32 cash plus stock
The wedding invitation…….
Lam Research Corporation (NASDAQ: LRCX) (“Lam”) and KLA-Tencor Corporation (NASDAQ: KLAC) (“KLA-Tencor”) today announced that they have entered… Read More