KLAC · 10-K · 2026A · Full report

Geographic Market Commentary

KLA CORP · 2026-08-06 · Importance 59 · Surprise 48

China revenue was broadly flat as domestic semiconductor companies’ legacy-node investments were offset by export-control restrictions affecting certain advanced-technology transactions. Taiwan revenue increased 13.7% on leading-edge foundry/logic, memory and advanced-packaging investments tied to AI and HPC. Korea revenue increased 26.2% due to memory investments supporting high-bandwidth memory and advanced DRAM roadmaps, while North America increased 29.0% on leading-edge foundry/logic and memory investments associated with AI and HPC.