Subject


KLA


2025-04-16

[News] Trump’s Chip Tariffs Could Cost U.S. Equipment Makers Applied Materials, Lam and KLA $1 Billion

After imposing reciprocal tariffs on global trade, U.S. President Donald Trump has recently expressed plans to implement sweeping tariffs on semiconductor products. According to Reuters, if these semiconductor tariffs are enacted, they are expected to severely impact U.S. semiconductor equipment man...

2025-02-17

[News] Global Semiconductor Equipment Market Continues to Expand

Recently, Tokyo Electron (hereinafter referred to as "TEL") announced plans to build a new production facility in Miyagi Prefecture, Japan. The facility will be managed by TEL's manufacturing subsidiary, TEL Miyagi, and will primarily produce semiconductor manufacturing equipment such as plasma etch...

2024-12-10

[News] Chip Equipment Giant KLA Predicts 20% Drop in China Sales for 2025 Amid New U.S. Export Curbs

As a new round of U.S. export crackdown on China’s semiconductor industry kicked off last week, global semiconductor giants have been evaluating the impact. Among them, U.S. chip equipment maker KLA may be the first company to go into detail, noting that the curbs would have roughly a USD 500 mill...

2024-09-04

[News] China’s 1H24 Chip Equipment Purchases Exceed Taiwan, Korea, and US Combined, Reaching USD 25 Billion

Amid the escalating tech war between China and the US, along with rising geopolitical tensions, China has accelerated its import of chip manufacturing equipment since the middle of last year to counter potential US chip sanctions, with Dutch company ASML and Japanese company Tokyo Electron (TEL) be...

2024-08-21

[News] ASML Claims the World Counts on China for Legacy Chips; So Do Chip Equipment Giants

As semiconductor giants, including Intel, TSMC and Samsung, have been competing fiercely in the Angstrom era for advanced nodes, the progress on their adoption of ASML’s High-NA EUV (high-numerical aperture extreme ultraviolet) equipment has been brought back into spotlight lately. However, the se...

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