KLAC · News · 20260907N

End-Market Demand Trends

KLA CORP · 2026-09-07 · Importance 45 · Surprise 64

The global semiconductor wafer inspection equipment market is projected to grow from $3.68 billion in 2025 to $6.9 billion by 2035, an increase of approximately 87%. Demand is being driven by artificial intelligence, electric vehicles, and advanced semiconductor technologies. Optical inspection systems currently lead the market, while electron-beam inspection is expected to grow fastest; Asia-Pacific was the largest market in 2025, with North America and the Middle East forecast to expand most rapidly.

Key facts

• DMC Group LLC increased its position in KLA by 887.3% during the second quarter and owned 8,560 shares after acquiring an additional 7,693 shares during the quarter. source
• California State Teachers Retirement System lifted its stake in KLA by 298,176.3% during the second quarter and owned 599,111,883 shares after buying an additional 598,911,025 shares during the quarter. source
• An investment of $1,000 in KLAC stock 20 years ago would now be worth $40,251.57 and KLA has achieved an average annual return of 20.31% over the last 20 years. source