KLA Forecasts $4 Billion Revenue for September Quarter, Raises Long-Term Wafer Equipment Market View
KLA Corporation (KLAC) has forecasted revenue of $4 billion for its upcoming September quarter and raised its long-term outlook on the wafer equipment market. The company now expects the global semiconductor manufacturing tools market to reach a value in the low $150 billion range by 2026, reflecting strong demand driven by ongoing investments in advanced chip production technologies. In its Q4 earnings call for fiscal year 2026, KLA reported record revenue of $3.66 billion for the June quarter, exceeding guidance midpoints across key metrics including profitability and earnings per share. CEO Richard Wallace attributed this performance to accelerating investment trends tied to next-generation semiconductor manufacturing. The updated market forecast underscores continued confidence in long-term growth within the semiconductor industry as companies ramp up production capacity.
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