KLAC · 10-K · 2026A · Full report

Supply Chain Constraints

KLA CORP · 2026-08-06 · Importance 63 · Surprise 42

KLA increased purchase commitments partly to secure supplies of key components, creating potential effects on cost timing and working-capital requirements. The company cited tariffs and government regulations as factors that have affected operations and may continue to affect its ability to serve customers, especially in China. KLA’s significant purchase commitments for materials, services, supplies and asset purchases totaled $5.97 billion as of June 30, 2026, with most due within the following 12 months.