Subject


KLA


2025-08-20

[News] Chip Equipment Makers Ride AI Boom but Face 5% Q2 Revenue Decline on China Slowdown

According to Nikkei, earnings among leading chipmaking equipment makers are beginning to diverge, shaped by weakening sales in China and rising demand for AI chips. The report highlights that the combined net profit of the top ten chipmaking equipment makers remained robust, rising about 40% to $...

2025-08-01

[News] Chipmaking Tool Giants TEL, KLA Flag Weak China Demand in 2025 Amid Trade Tensions

Global semiconductor equipment giants Tokyo Electron (TEL) and KLA have recently announced their financial forecasts, with declining revenue contributions from China emerging as a key concern. According to MoneyDJ, chipmakers are scaling back equipment investment plans, prompting Japan-based TEL to ...

2025-04-16

[News] Trump’s Chip Tariffs Could Cost U.S. Equipment Makers Applied Materials, Lam and KLA $1 Billion

After imposing reciprocal tariffs on global trade, U.S. President Donald Trump has recently expressed plans to implement sweeping tariffs on semiconductor products. According to Reuters, if these semiconductor tariffs are enacted, they are expected to severely impact U.S. semiconductor equipment man...

2025-02-17

[News] Global Semiconductor Equipment Market Continues to Expand

Recently, Tokyo Electron (hereinafter referred to as "TEL") announced plans to build a new production facility in Miyagi Prefecture, Japan. The facility will be managed by TEL's manufacturing subsidiary, TEL Miyagi, and will primarily produce semiconductor manufacturing equipment such as plasma etch...

2024-12-10

[News] Chip Equipment Giant KLA Predicts 20% Drop in China Sales for 2025 Amid New U.S. Export Curbs

As a new round of U.S. export crackdown on China’s semiconductor industry kicked off last week, global semiconductor giants have been evaluating the impact. Among them, U.S. chip equipment maker KLA may be the first company to go into detail, noting that the curbs would have roughly a USD 500 mill...

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