Semis Super-Cycle: KLA Memory Revenue to Hit 60% by H2 2027
KLA's earnings call signals an accelerating memory-driven semis super-cycle, with memory rising from 27% to a projected 60% of KLA's process control revenue by H2 2027 and CY27 WFE expected to surpass $200B.
What we know
An account on X highlighted the most notable takeaway from KLA's Sep 2026 quarter: memory is on a rapid trajectory from 27% of KLA's revenue in Q3 to 40% guided for Q4, and management expects it to reach 60% by H2 2027. KLA also raised its CY26 WFE estimate to the mid-$150B range and expects CY27 WFE to exceed $200B — a strong forward capex signal for the entire semiconductor supply chain including $MU.
By the Global Eye 24 desk, with AI assistance. Updated as the story develops. Spot an error? Write to corrections@globaleye24.com.