KLAC · 10-Q · 2026Q3 · Full report
Geographic Market Commentary
KLA CORP · 2026-10-29 · Importance 38 · Surprise 24 · In source text
China revenue rose sequentially, primarily on increased demand from foundry/logic customers at mature technology nodes, and also increased year over year. Taiwan revenue fell sequentially because of the timing of leading-edge foundry/logic customer expansions, partly offset by stronger memory demand, but increased year over year on demand across leading-edge foundry/logic, memory, and advanced packaging. North American revenue declined sequentially on slightly lower leading-edge foundry/logic deliveries but more than doubled year over year on leading-edge foundry/logic and memory demand. Korea revenue increased both sequentially and year over year on memory investment, including high-bandwidth memory and advanced DRAM roadmaps.
Key facts
- KLA's North America revenue increased 107% year over year, primarily due to increased leading-edge demand in foundry/logic and memory technologies. source
- KLA's China revenue increased 49% sequentially and 13% year over year, primarily driven by increased foundry/logic demand, particularly at mature technology nodes. source
- KLA's Korea revenue increased 33% sequentially and 66% year over year because of increased memory demand, including investments supporting high-bandwidth memory and advanced DRAM technology roadmaps. source
- KLA's Taiwan revenue increased 29% year over year due to increased leading-edge demand in foundry/logic, memory, and advanced packaging. source
- KLA's Taiwan revenue decreased 10% sequentially, primarily because of lower leading-edge foundry/logic deliveries due to customer-expansion timing, partially offset by higher memory demand. source
- KLA's North America revenue decreased 6% sequentially, primarily because leading-edge foundry/logic customer deliveries were slightly lower. source
- KLA's revenue may be affected by U.S. or other-country government actions, especially in China, which could adversely affect its business, financial condition, and results of operations. source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| revenue | positive | realized | — | KLA's North America revenue increased 107% year over year, primarily due to increased leading-edge demand in foundry/logic and memory… |
| revenue | positive | realized | — | KLA's China revenue increased 49% sequentially and 13% year over year, primarily driven by increased foundry/logic demand, particularly at… |
| revenue | positive | realized | — | KLA's Korea revenue increased 33% sequentially and 66% year over year because of increased memory demand, including investments supporting… |