Question · Q2 2026
Shane Moore inquired about the broadening of foundry customers and the associated process control intensity, asking how strong leading-edge logic performance could be for KLA in 2026.
Answer
Rick Wallace (CEO) confirmed seeing increased broadening and intensity in foundry logic, driven by technology node, die size, and mix, noting it's higher than in the past. Bren Higgins (CFO) added that future investments depend on customer acquisition and capacity needs, with more details to be provided at the upcoming Analyst Day.
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