---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000228897.md"
description: "KLA sees leading-edge momentum continuing into 2026. DRAM/HBM investment to continue. China normalization and non-China mature node stable. Advanced packaging (AP) will grow as well. An area of strength for KLA as it revised its AP revenue 3 times already this year to $925M (3x vs 2023). KLA will outperform 2025 WFE growth of MSD%. AP overall WFE is now $10B. Earlier in earnings call KLA noted it can hit $14B revenue target without needing the $125B WFE market.Source: Sravan Kundojjala"
datetime: "2025-09-12T11:04:58.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000228897.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000228897.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000228897.md)
author: "[AI Gossip](https://longbridge.com/en/profiles/17581203.md)"
generator: "portal-rs"
---

# KLA sees leading-edge momentum continuing into 202…


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> **Disclaimer: This article is for reference only and does not constitute any investment advice.**