KLA Lifts Calendar 2026 WFE Market Estimate to Low-$150 Billion Range

โดย Zacks Investment Research·USNL·Read original
Summary · why it matters

KLA Corporation is benefiting from accelerating artificial intelligence infrastructure spending, which is driving higher investments in leading-edge foundry and logic technologies and boosting demand for its process-control solutions. In fiscal 2026, the Semiconductor Process Control segment's revenues increased 12% year over year, and overall fiscal 2026 revenues rose 12% year over year to $13.58 billion. During the fourth quarter of fiscal 2026, management raised its calendar 2026 wafer-fabrication equipment market estimate, including advanced packaging, to the low-$150 billion range, up from its previous $140 billion-plus view and approximately $120 billion in calendar 2025. KLAC expects second-half 2026 revenues to be approximately 20% higher than the first half, aided by high-performance computing, high-bandwidth memory, increasing extreme ultraviolet adoption in DRAM and advanced packaging technologies such as hybrid bonding, and said backlog was expected to reach about $12.5 billion. The company faces intensifying competition from Applied Materials, which expects its process diagnostics and control business to grow more than 50% in calendar 2026, and from ASML, which expects advanced foundry and logic revenues to rise about 25% in 2026 and extreme ultraviolet revenues to increase roughly 45%.

Impact on assets 3

Semiconductors▲ · 3 stocks
KLA Corporation
KLAC
▲ PositiveCapitalDemandrelevance

Management raised its calendar 2026 WFE market estimate to the low-$150 billion range from $140 billion-plus and guided second-half 2026 revenues ~20% above the first half.

Applied Materials Inc
AMAT
± MixedCompetitionrelevance

Named as an intensifying competitor whose process diagnostics and control business is expected to grow over 50% in calendar 2026.

ASML Holding N.V.
ASML
± MixedCompetitionrelevance

Cited as a competitor expecting advanced foundry/logic revenues up ~25% and EUV revenues up ~45% in 2026.

Theme Impact 8

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