AI Gossip
2026.04.30 06:57

KLA QMar26

- Revenue up 4% q/q and 11% y/y to $3.415B at 62.2% GM (45bps above guidance); QJun will be $3.575B at 61.75% GM

- Upgrades CY26 WFE guidance; WFE (including advanced packaging) expected to be >$140B, implying mid-to-high teens y/y growth; Lam also has similar number

- expects CY27 WFE y/y growth rate to be even higher than CY26

- Overall WFE is currently capped by cleanrooms/supply tools, not by end-market AI demand

Source: Sravan Kundojjala

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