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Nervous markets await NvidiaThis summary was created by AI, based on 3 opinions in the last 12 months.
KLA-Tencor, with the stock symbol KLAC-Q, finds itself in a complex landscape of semiconductor opportunities. Experts observe that the company may benefit from non-leading edge technology, particularly in the context of China's market demands for semiconductor equipment, suggesting a persistent need for machinery across the industry. Some analysts advocate for a diversified approach by investing in related firms, with companies such as ASML and LRCX being highlighted as preferable alternatives. The sentiment is cautious yet optimistic, as gains can be made through strategic investments, especially if paired with insights into market trends. Overall, while KLAC-Q has merit, many analysts prefer to look towards other players in the semiconductor equipment arena for potential better returns.
Great opportunity to pick up 4 pillars. MU on the manufacturing, TSM for the foundry, LRCX or KLAC or ASML as the equipment suppliers, NVDA is a gift down here as a designer. And (he can't believe he's going to say this) even INTC; come 2025, it will be competitive with NVDA.
The semis space has done very well. However, if China builds capacity in this space, then capacity will be lost elsewhere. The market is not considering this. Also, shares of semis are at all-time highs. Don't buy. It's a recipe for disaster. Semis are a great space, but wait for a better entry point.
An optical inspection company, which makes tools which optically inspects wafers. They are used after the chip is manufactured to verify it is within specs. They dominate the area with an 80%-90% market share, and potentially even higher on leading edge wafers. Sold his holdings this year after a very strong run, but keeps it on his watch list.
KLA-Tencor is a OTC stock, trading under the symbol KLAC-Q on the (). It is usually referred to as or KLAC-Q
In the last year, 3 stock analysts published opinions about KLAC-Q. 2 analysts recommended to BUY the stock. 1 analyst recommended to SELL the stock. The latest stock analyst recommendation is . Read the latest stock experts' ratings for KLA-Tencor.
KLA-Tencor was recommended as a Top Pick by on . Read the latest stock experts ratings for KLA-Tencor.
Earnings reports or recent company news can cause the stock price to drop. Read stock experts’ recommendations for help on deciding if you should buy, sell or hold the stock.
3 stock analysts on Stockchase covered KLA-Tencor In the last year. It is a trending stock that is worth watching.
On , KLA-Tencor (KLAC-Q) stock closed at a price of $.
Will benefit from non-leading edge technology for China; demand for semi equipment will continue. He prefers ASMl