KLA raised its calendar-2026 advanced packaging process-control systems revenue outlook to about $1.1 billion, with growth above 70% year over year.
KLA raised its calendar-2026 wafer-equipment-market outlook, including advanced packaging, to the low $150 billion range.
KLA expects second-half calendar-2026 revenue to be about 20% above the first half as supply capacity comes online.
KLA expects its combined Specialty Process, PCB and Component Inspection products to grow over 25% in calendar 2026.
KLA sees calendar-2027 demand supported by broadening leading-edge logic investment, HBM growth, greenfield fabs and advanced packaging.
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