KLAC

Mentioned in

• Bernstein·2026-11-02Sector

  U.S. Semiconductors and Semiconductor Capital Equipment: U.S. Semiconductors and Semicap,A crisis of confidence?

• Bernstein·2026-10-21Sector

  Global Semiconductor Capital Equipment: China WFE Import Tracker (Sep 2026): Sept YTD YoY -4%, import recovering maintained

• J.P. Morgan·2026-10-12Sector

  Semiconductors Semi Cap Equipment: 3Q26 Sector Preview: Constructive Setup Intact as Supply Constraints, AI Momentum, and Cyclical Recovery Support Further Revisions Continued Equity Outperformance

• Bernstein·2026-10-02Sector

  Global Semiconductor Capital Equipment Global Semicap Tracker (Aug 26): Japan SPE +50% YoY

• Bernstein·2026-09-22SectorOutperform

  $250U.S. Semiconductors and Semiconductor Capital Equipment: Bernstein Semi Cycle Tearsheet: Up and down and all around...