Earlier this year, KLA guided its share in 2nm WFE will be 90-100 bps higher than N3 during the similar time. (upgraded from 75bps). With 2nm, KLA thinks it can break the pattern of reduced usage of it tools as customers move from pilot line to HVM. KLA tools are typically in demand when customers figure out yields. Higher number of design starts that demand more inspection, lesser reuse from N3/N5 (fresh tool demand) and complex EUV layers should help in 2nm. New node R&D (A14/A16) in 2026 will help too to keep leading-edge demand healthy.
Source: Sravan Kundojjala
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