KLAC · News · 20260817N

Advanced Packaging Growth

KLA CORP · 2026-08-17 · Importance 13 · Surprise 6

Cantor Fitzgerald analyst C.J. Muse cited KLA’s dominance in semiconductor process control and increasing exposure to advanced packaging as supports for the company’s growth outlook. The analyst forecast significant growth in KLA’s advanced-packaging revenue during 2026. The thesis assumes sustained semiconductor demand and no further escalation in U.S.-China trade tensions.

Key facts

• Cantor Fitzgerald's C.J. Muse is forecasting significant growth in KLA's advanced packaging revenue for 2026. source