KLA Q2 Earnings Call Highlights
For the December quarter, KLA reported revenue of 8.85 , and GAAP diluted EPS of $8.68 . Wallace said results reflected 17% year-over-year revenue growth, driven by investment in leading-edge foundry/logic and memory, including HBM and DRAM.Wallace pointed to AI infrastructure demand as a core tailwind, citing growth vectors that include advanced logic, high bandwidth memory (HBM), and advanced packaging. He also said KLA is applying AI-driven analytics within its own ...