Advanced packaging process control
KLA names advanced packaging as one of its main growth markets alongside foundry/logic, memory and services in the Q3 FY2026 release.
What it is
Inspection and metrology for advanced packaging steps. KLA's Q3 FY2026 release lists advanced packaging as one of its growth markets, alongside foundry/logic, memory and services.
Why it matters to the stock. Packaging is a second growth driver that depends on AI accelerator and HBM demand. The release does not give a dollar figure for it, so treat the size of this bet as unquantified.
News
KLA sees 2026 advanced-packaging sales near $1B and WFE above $140B
On the fiscal Q3 call, KLA said its advanced-packaging process-control revenue should rise from about $635 million in 2025 to about $1 billion in 2026.
Guidance