KLAC · News · 20261030N

Advanced Packaging Growth

KLA CORP · 2026-10-30 · Importance 87 · Surprise 82 · Contradicted

KLA is seeing strong demand for its process-control products as AI infrastructure investment increases demand for advanced semiconductors. The company expects revenue from advanced-packaging process-control systems to reach approximately $1.1 billion or more in 2026, representing growth of more than 70% year over year. That growth is nearly twice the expected rate of the advanced-packaging market. More complex packaging and wafer-manufacturing processes are increasing demand for KLA’s inspection and measurement solutions.

Key facts

Impact estimates

metricdirectionstageexpectedbasis
revenuepositivecommitted—KLA expects revenue from its advanced packaging process control systems to reach approximately $1.1 billion or more in 2026, representing…