KLAC · 10-Q · 2026Q3 · Full report

End-Market Demand Trends

KLA CORP · 2026-10-29 · Importance 21 · Surprise 24

Long-term demand drivers include EUV adoption in high-volume logic and DRAM manufacturing, including high-bandwidth memory, which increases process control requirements and expands KLA’s served market. Increasing process complexity at leading-edge nodes such as 2-nanometer is driving incremental demand for process-control solutions. Digitization, communications, healthcare, industrial applications, and greater semiconductor content in automobiles and intelligent systems are supporting continued investment in legacy and mature-node capacity.

Key facts

• Adoption of EUV in high-volume manufacturing for logic and DRAM, including high-bandwidth memory, is increasing process control requirements and expanding KLA's served market. source
• Increasing process complexity at leading-edge nodes such as 2-nanometer is driving incremental demand for KLA's solutions. source