KLA Corp

KLAC: XNAS (USA)

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KLA: Doubling Down on the AI Growth Cycle at Impressive Investor Day

William Kerwin

Mar 12, 2026

KLA's investor day on March 12 focused on strong wafer fabrication equipment, or WFE, growth through 2030 and the firm's dominance of the process control market. KLA provided a 2030 target model calling for 15% annualized growth and 46% non-GAAP operating margin, at the midpoints.

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KLA Corp

KLA: Doubling Down on the AI Growth Cycle at Impressive Investor Day

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