KLA(KLAC) Seeking Alpha·2025-01-09 10:46Industry Overview - The semiconductor equipment manufacturing market, including KLA (NASDAQ: KLAC), experienced a significant downturn due to weaker-than-expected guidance from ASML and KLA's substantial exposure to China, which accounts for 43% of its revenue [1] Company-Specific Insights - KLA's revenue is heavily dependent on the Chinese market, with 43% of its revenue coming from China, making it vulnerable to market fluctuations and geopolitical risks [1] Technological Context - EUV lithography is a critical process in the semiconductor industry that requires ultra-clean vacuum technology, highlighting the importance of advanced manufacturing techniques in the sector [1] Analyst Background - The analyst has a strong background in the semiconductor industry, with a master's degree in Nanoscience, Nanotechnology, and Nano-Engineering, and extensive experience in both technical and business development roles within the industry [1]