KLA(US:KLAC) Seeking Alphaยท2025-09-04 20:57Company Overview - KLA reported a strong performance in the June quarter, leading to an optimistic outlook for the September quarter and the year 2025 [2] - The business is primarily driven by developments in the high-performance compute market [2] Market Dynamics - The logic segment is experiencing significant growth due to the N2 build-out, which has positively impacted KLA's market share and operational intensity [3] - High-bandwidth memory is creating new opportunities for process control advancements, which KLA is excited about [3] - Advanced packaging is also emerging as a growth opportunity, driven by increasing complexity in packaging and KLA's ability to differentiate its offerings [3] Business Trajectory - KLA expresses confidence in the positive trajectory of its business, supported by the aforementioned market trends and opportunities [4]