Semiconductor Process Control systems
Core franchise: $3.26B of revenue in Q4 FY2026, up about 6% from Q3, and a $12.57B backlog at June 30, 2026.
The numbers
What it is
KLA's core inspection and metrology tools for wafer fabs. Chipmakers use them to find yield-killing defects and measure critical dimensions at each step of logic, memory and advanced-packaging production. This segment is about 90% of revenue.
Why it matters to the stock. Results track wafer-fab and advanced-packaging capital spending. Q4 revenue, the backlog and the guidance for the next quarter are the first numbers to check.
News
PCB and component inspection revenue jumps to $241.1M in June quarter
KLA's PCB and component inspection segment booked $241.1 million of revenue in the June 2026 quarter, up from $154.1 million a year earlier and $167.6 million in the March quarter.
KLA beats fiscal Q2 with $3.30B revenue and guides Q3 to $3.35B
KLA reported fiscal Q2 2026 revenue of $3.30 billion for the quarter ended December 31, 2025, above the midpoint of its $3.225 billion guidance range.