
KLA QSep25
- Revenue up 1% q/q and 13% y/y to $3.2B at 62.5% GM; QDec will be flat;- DRAM/NAND down while foundry/logic up q/q; In QDec, foundry/logic will decline while DRAM/NAND will grow- Retains $925M+ advanced packaging (AP) revenue guidance for CY25; up 85% y/ySource: Sravan Kundojjala
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