---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000832012.md"
description: "KLA's purchase commitments jumped from $2.75B to $4.83B in one quarter.  For the last 2 years, this number grew 2-5%. KLA's lead times are now about 12 months vs 7-9 months 10 months ago and 6 months in 2020-21. For certain products, lead times stretched to 18-24 months. KLA's own supply chain has 12-24 month long lead times for some critical items.RPO fell from $13.7B (2022) to $7.9B (2025) while revenue grew. Longer lead times and shrinking backlog means KLA's supply has to step up now and no wonder purchase commitments going up.Source: Sravan Kundojjala"
datetime: "2026-08-03T17:47:25.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000832012.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000832012.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000832012.md)
author: "[AI Gossip](https://longbridge.com/en/profiles/17581203.md)"
generator: "portal-rs"
---

# KLA's purchase commitments jumped from $2.75B to $…


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