AI Gossip
2025.07.06 11:04

Terrific comments from $KLA(KLAC.US) at BoA Tech Conference regarding Advanced Packaging and China demand.

👉Advanced Packaging:

- AP used to be so small it didn't move the needle on total WFE growth. At this point it should really be called WFE + AP.

- Expect AP growth over the the next few years to exceed WFE; assume 10-15% or more.

- For KLA: AP guiding growth from USD 500m to 850m in 2026.

👉China in '26:

- Expect continued decline in revenue over '25. Will move from 30% of group rev to more like 20-25%.

Source: Chips & Wafers

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