COMPANY
KLA
KLAC:US
Primary coverage by Pierre Ferragu
Research
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TSMC 1Q26 QT: Another beat and raise. Top Pick for 2026.April 16, 2026 — Pierre Ferragu
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ASML 1Q26 QT: Demand strengthening, but in line with consensus and not to the point of making EUV a bottleneck.April 15, 2026 — Pierre Ferragu
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The Tech Infrastructure Quarterly Bible 4Q25March 31, 2026 — Pierre Ferragu
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KLA 2026 Investor Day: Strong positive signals… for the downstream of semicap equipmentMarch 17, 2026 — Pierre Ferragu
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Bible 4Q25 - Semicap: growth outlook strengthens, but less than the downstreamMarch 5, 2026 — Pierre Ferragu
Events
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Nov
13TechnologyNovember 13, 2024Hosted by Pierre FerraguWatch Replay -
Mar
15TechnologyMarch 15, 2024Hosted by Pierre FerraguWatch Replay -
Jan
16TechnologyJanuary 16, 2024Hosted by Rolf BulkWatch Replay -
Dec
19TechnologyDecember 19, 2023Hosted by Pierre FerraguWatch Replay
