Customer ExpansionKLA is set to see a broadening of leading edge customers, including Intel, which is now focusing more on process control/yield improvement as it tries to grow its foundry business.
EarningsKLA delivered another round of solid results and better-than-expected guidance, alongside an incrementally more constructive longer-term outlook.
Revenue GrowthKLA should still deliver overall revenue growth in the low double-digit range next year given its strong competitive positioning across several key growth vectors.