KLA Corp (XSWX:KLAC)
CHF 195.28 -23.62 (-10.79%) Market Cap: 249.00 Bil Enterprise Value: 249.96 Bil PE Ratio: 67.21 PB Ratio: 53.23 GF Score: 86/100

KLA Corp at JPMorgan Global Technology, Media and Communications Conference Transcript

May 19, 2026 / 01:25PM GMT
Harlan Sur
JPMorgan Chase & Co - Analyst

Good morning and welcome to the second day of JP Morgan's 54th Annual Technology, Media and Communications Conference. My name is Harlan Sir. I'm the semiconductor and semiconductor capital equipment analyst for the firm.

Very pleased to have Brent Higgins, Executive Vice President and Chief Financial Officer of.

Of KLA here with us today. I've asked Brent to start us off with KLA's view of the wafer equipment, process control, advanced packaging, equipment spending environment this year and next year, KLA's growth outlook within that, and then we'll go ahead and kick off the Q&A. So Brent, thank you very much for joining us this morning.

Bren Higgins
KLA Corp - Chief Financial Officer, Executive Vice President

Harlan, thank you for having me. Good to be here.

So maybe I'll just level set a little bit from some of the themes coming out of earnings and our recent investor day that we had on March 12.

Certainly it feels like that was a long time ago, given some of the

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