Latest KLAC news

EXCLUSIVE: Beyond Nvidia: Why Jensen Investment's Allen Bond Favors Broadcom, KLAC, Amphenol

Benzinga · Wed, 23 Sep 2026 13:09:32 -0400

The AI trade has become a race to find the next NVIDIA Corp (NASDAQ:NVDA) , but Jensen Investment Management's Allen Bond sees another way to play the boom: own the companies that benefit regardless of which AI model wins.

3 Top Chip Equipment Stocks to Buy as AI Demand Fuels BofA Optimism

Zacks Investment Research · Wed, 23 Sep 2026 11:50:58 -0400

Applied Materials, Lam Research and KLA stand to benefit as BofA lifts chip equipment spending forecasts amid surging AI, memory and packaging demand.

3 Chip Stocks Set to Win TSMC's Packaging Boom

24/7 Wall Street · Mon, 21 Sep 2026 17:45:35 -0400

TSMC is expanding advanced-packaging capacity as demand from Nvidia and other chip designers continues to rise. KLA, Camtek, and Nova sell different types of inspection and metrology equipment used to protect manufacturing yields.

Better Artificial Intelligence Stock: Aehr Test Systems vs. KLA Corporation

The Motley Fool · Sat, 19 Sep 2026 12:03:16 -0400

Aehr Test Systems provides specialized stress-testing equipment for the high-growth silicon carbide and artificial intelligence memory markets. KLA holds a dominant position in the semiconductor inspection and metrology market with robust profitability and multi-billion dollar cash flow.

Semiconductor Stocks to Buy and Hold Through 2030

The Motley Fool · Sat, 19 Sep 2026 05:17:01 -0400

Nvidia grew revenue 106% year over year to $96.2 billion in its latest quarter, and management is forecasting about 70% revenue growth in fiscal 2028. Broadcom says it has already secured the manufacturing supply to double its AI chip revenue to about $115 billion next fiscal year.

KLAC Gains From AI Infrastructure: Can It Outpace AMAT & ASML?

Zacks Investment Research · Fri, 18 Sep 2026 14:20:56 -0400

KLA Corporation's AI-driven process-control demand is rising with 2nm, EUV, HBM and advanced packaging investments as rivals intensify competition.

Lam Research Climbs 5% as Chip Equipment Names Outrun the Sector; Applied Materials Rises 4%, KLA Corp. Gains 3%

24/7 Wall Street · Fri, 18 Sep 2026 12:59:44 -0400

Chip equipment stocks are pulling ahead of the broader semiconductor group in Friday morning trading, with buying concentrated in the tools layer rather than across chip designers and foundries.

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