KLAC · 10-Q · 2026Q3 · Full report

Segment Revenue Performance

KLA CORP · 2026-10-29 · Importance 59 · Surprise 48 · In source text

Semiconductor Process Control revenue was $3.754 billion in Q1 FY27, up 15% sequentially and 29% year over year, reflecting demand in memory, foundry/logic, and advanced packaging. Specialty Semiconductor Process revenue was $139.5 million, down 13% sequentially because of shipment timing but up 16% year over year. PCB and Component Inspection revenue was $242.2 million, essentially unchanged sequentially and up 28% year over year, supported by advanced packaging, PCB and component inspection products, and services.

Key facts

• KLA's Semiconductor Process Control revenue increased 15% sequentially and 29% year over year, reflecting leading-edge demand in memory, foundry/logic, and advanced packaging, supported by data-center investment and AI and HPC semiconductor adoption. source
• KLA's PCB and Component Inspection revenue was essentially unchanged sequentially and increased 28% year over year, due to increased advanced-packaging and PCB/component-inspection product revenue and higher service revenue from installed-base growth. source
• KLA's Specialty Semiconductor Process revenue decreased 13% sequentially, primarily because of system-shipment timing, partially offset by higher service revenue from an increasing installed base of tools. source
• KLA's Specialty Semiconductor Process revenue increased 16% year over year because of system-shipment timing and higher service revenue associated with higher shipments and installed-base growth; period-to-period fluctuations primarily reflect customer-delivery timing rather than significant changes in underlying business activity. source

Impact estimates