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KLA targets $26B revenue by 2030, leading in semiconductor process control with 58% market share.

Market News
15 May 2026
Seeking Alpha
View Source
Bullish
pluang ai news

KLA Corporation is set for sustained growth driven by its leading-edge foundry investments and dominance in semiconductor process control, holding a 58% global market share. The company benefits from rising demand for 2nm node technology and AI infrastructure from hyperscalers. KLA aims to reach $26 billion in revenue by 2030 with a compound annual growth rate of 13-17%, alongside gross margin expansion to 63.5% and earnings per share growth that outpaces peers. Despite input cost risks, KLA's strong sector position and technological leadership support a bullish outlook.

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