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KLA expects chip-equipment spending to pass $200 billion in 2027

KLA, which sells the inspection tools chip factories use to find defects, reported record quarterly revenue of $4.14 billion on Wednesday and guided to about $4.7 billion for the December quarter. It raised its estimate for this year's wafer-equipment market to the mid-$150 billions and said it expects more than $200 billion in 2027. Process-control revenue from advanced packaging, where AI chips are assembled, should reach about $1.1 billion this year, up more than 70%.

Finance chief Bren Higgins called visibility "unprecedented." Equipment orders are placed a year or more ahead, so this is the supply chain committing to 2027 while hyperscaler shares are being sold. SourcesC

Sources

• CKLA Q1 Earnings Call Highlights (MarketBeat)marketbeat.com

This story ran in the Morning Brief of October 30th 2026.