KLA (KLAC) Annotations

we talked about some of the improving utilization that we expect to see as we move through the year, which if you think about our customers, their businesses get better

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2024 Q2

18 Feb 24

Foundry/logic is expected to be slightly up with leading-edge investment returning to modest growth levels.

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2024 Q2

18 Feb 24

We expect that the second half of the calendar year will be stronger than the first half for WFE investment.

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2024 Q2

18 Feb 24

For calendar 2024, we currently expect WFE demand to be in the mid- to high $80 billion

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2024 Q2

18 Feb 24

we expect sequential growth to return in the June quarter

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2024 Q2

18 Feb 24

this translates into KLA revenue bottoming in the March quarter

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2024 Q2

18 Feb 24

KLA's overall demand is stabilizing around current business levels

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2024 Q2

18 Feb 24

there are signs of improvements in some end markets, this improvement is off low levels

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2024 Q2

18 Feb 24

the exact timing of a meaningful and sustainable resumption in WFE investment growth continues to remain uncertain

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2024 Q2

18 Feb 24

Both NAND and DRAM fabs are still a low utilization levels as consumer markets have not yet returned to the growth levels needed to bring factory utilization back to the high levels seen in recent years.

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2024 Q2

18 Feb 24