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| Period | Printed figure | Scope as printed |
|---|---|---|
| Calendar 2025 (Q1 FY2026 letter) | Exceed $925 million, up approximately 70% YoY (outlook at 29 Oct 2025) | Advanced packaging-related revenue |
| Calendar 2025 (Q2 FY2026 letter) | Approximately $950 million, over 70% YoY | Total AP systems revenue |
| Calendar 2025 (Q3 FY2026 letter) | Approximately $635 million | Semiconductor Process Control AP product portfolio (2026 outlook base) |
| Calendar 2026 (Q3 FY2026 letter) | Approximately $1 billion (outlook at 29 Apr 2026) | Same SPC AP product portfolio |
| Calendar 2026 (Q4 FY2026 letter) | Approximately $1.1 billion, up more than 70% YoY (outlook at 28 Jul 2026) | Advanced Packaging process control systems |
| Period | Printed figure | What it measures |
|---|---|---|
| Since 2021 (Q3 FY2026 letter) | Share of process control up 360 basis points; approximately 7x the nearest competitor | KLA share of the process control market |
| Calendar 2025 (Q2 FY2026 letter) | Process control systems +19% vs forecasted low-double-digit WFE | Relative growth versus the WFE market |
| Calendar 2025 (Q2 FY2026 letter) | Wafer Inspection +25%, outpacing WFE inclusive of advanced packaging | Share and intensity in wafer inspection |
| Calendar 2025 (Q3 FY2026 letter) | Number-one in advanced wafer-level packaging process control; share +14 ppt; approximately 70% YoY | Advanced wafer-level packaging process control |
| Calendar 2026 (Q4 FY2026 letter) | AP process control systems more than 70% YoY, almost 2x the advanced packaging market (outlook) | Relative intensity in advanced packaging process control |
| Period | Printed WFE figure | Definition as printed |
|---|---|---|
| Calendar 2025 (Q1 FY2026 letter, 29 Oct 2025) | Mid to high single-digit growth | WFE. Advanced packaging market approximately $11 billion, discussed separately |
| Calendar 2025 (Q2 FY2026 letter, 29 Jan 2026) | Core approximately $110 billion | Core WFE. Advanced packaging approximately $11 billion plus, additive |
| Calendar 2026 (Q2 FY2026 letter, 29 Jan 2026) | Core low $120 billion; AP approximately $12 billion; total mid $130 billion | Core WFE plus advanced packaging |
| Calendar 2026 (Q3 FY2026 letter, 29 Apr 2026) | Exceed $140 billion | Wafer equipment including advanced packaging |
| Calendar 2025 (Q4 FY2026 letter, 28 Jul 2026) | Approximately $120 billion | Wafer equipment including advanced packaging (restated base) |
| Calendar 2026 (Q4 FY2026 letter, 28 Jul 2026) | Low $150 billion range (prior $140 billion plus) | Wafer equipment including advanced packaging |
| Calendar 2030 (Mar 2026 Investor Day, via Q3 letter) | $215 billion plus or minus $20 billion | Wafer equipment market, growing about 1 percentage point faster than an ~11% semiconductor CAGR from 2025 |