
KLA Investor Day 2026
- Current cleanroom constraints play to KLA’s strength as yield improvements one way to increase capacity within existing footprint- CY27 growth rate expected to be similar to or higher than CY26, driven by new greenfield fab construction- CY26 WFE + Advanced Packaging (AP) market expected to be in the $135B-140B range- 2030 Target Model: Targeting $26B revenue (+/- $2.5B)Source: Sravan Kundojjala
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