KLA sees leading-edge momentum continuing into 2026. DRAM/HBM investment to continue. China normalization and non-China mature node stable. Advanced packaging (AP) will grow as well. An area of strength for KLA as it revised its AP revenue 3 times already this year to $925M (3x vs 2023). KLA will outperform 2025 WFE growth of MSD%. AP overall WFE is now $10B. Earlier in earnings call KLA noted it can hit $14B revenue target without needing the $125B WFE market.
Source: Sravan Kundojjala
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