KLA: Memory to hit 60% of process control revenue by H2 2027, CY27 WFE seen above $200B
zephyr_z9 · x · 2026-10-29
KLA reported quarterly revenue of $4.14B, up 13% q/q and 29% y/y at 62.7% gross margin, and guided the December quarter to $4.7B. The company raised its CY26 WFE outlook to the mid-$150B range and expects CY27 WFE to exceed $200B. The standout: management said memory will make up 60% of KLA's process control revenue in H2 2027 — up from 27% in Q3, with Q4 guided to 40% — signaling a sharp ramp in memory-driven demand for inspection equipment.
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