KLAC · News · 20260929N

Order Backlog and Book-to-Bill

KLA CORP · 2026-09-29 · Importance 50 · Surprise 24 · In source text

KLA’s backlog reached $12.57 billion, reflecting increased demand for semiconductor process-control equipment. AI infrastructure investment and an improving semiconductor-equipment market are driving backlog growth. Process-control and advanced-packaging demand are expected to support revenue expansion, although the report does not quantify the related revenue contribution.

Key facts

Impact estimates

metricdirectionstageexpectedbasis
revenuepositiveprobable—KLA's backlog reached $12.57 billion.