KLAC · News · 20261011N

Competition and Market Share

KLA CORP · 2026-10-11 · Importance 35 · Surprise 48

Global semiconductor equipment spending is projected to increase 23.1% in 2026 to $143.9 billion, indicating strong expansion in KLA’s chip-equipment end market. KLA, Lam Research, and ASML reportedly delivered double-digit growth, while Applied Materials’ equipment revenue grew only 1% in the first half of 2026 and its global market share declined. The report highlights intensifying competition from established equipment suppliers and rapidly growing Chinese manufacturers as a potential market-share pressure point for the industry.

Key facts

• The 24/7 Wall St. article states that KLA has shown double-digit growth. source
• KLA ranked sixteenth in the article's recent 20-year performance list. source
• KLA turned a $1,000 investment into $31,595 over the past decade. source