KLAC · 10-K · 2026A · Full report

Market Demand Trends

KLA CORP · 2026-08-06 · Importance 29 · Surprise 24

KLA reported continued semiconductor industry expansion and diversification, with HPC and data centers supported by increasing AI adoption driving industry investment into fiscal 2027. Leading-edge demand is increasing as customers adopt EUV in high-volume manufacturing for logic and DRAM, including high-bandwidth memory, while 2-nanometer nodes are raising process complexity and process-control intensity. AI and HPC applications are also driving significant growth in advanced packaging, while digitization, healthcare innovation, industrial applications, automotive semiconductor content and intelligent systems support investment in legacy and mature-node capacity.