COMPANY
KLA
KLAC:US
Primary coverage by Pierre Ferragu
Research
-
KLA 3FQ24: Gradual recovery on track, positive 2025outlook. Maintain Buy, $820.April 26, 2024 — Pierre Ferragu
-
Chinese WFE imports down 17% in 1Q24. Our quick take.April 20, 2024 — Pierre Ferragu
-
Semicap and the AI cycle: How does the HBM boom impact WFE spending?April 12, 2024 — Pierre Ferragu
-
Semi 1Q24 Update: AI shortcuts the cycle, while diversified semis find a bottomApril 4, 2024 — Pierre Ferragu
-
Chinese WFE spending: steep decline in February. Risk of a 1Q24 miss?March 20, 2024 — Pierre Ferragu
Events
-
Mar
15TechnologyMarch 15, 2024Hosted by Pierre FerraguWatch Replay -
Jan
16TechnologyJanuary 16, 2024Hosted by Rolf BulkWatch Replay -
Dec
19TechnologyDecember 19, 2023Hosted by Pierre FerraguWatch Replay
