This summary was created by AI, based on 3 opinions in the last 12 months.
The reviews for KLA-Tencor (KLAC-Q) present a mixed outlook. While one expert notes that the company may benefit from non-leading edge technology in China, they express a preference for ASML over KLAC. Another review highlights significant semiconductor opportunities and suggests the company is one of several key players in the manufacturing and foundry sectors, alongside other major companies like MU and TSM. However, a third expert favors LRCX and ASML, advising to take profits on KLAC and reinvest in ASML, which has seen a downturn due to weaker guidance. Overall, while there are positive aspects regarding demand for semiconductor equipment, the preference for competitors suggests cautious sentiment regarding KLAC's position in the market.
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 American stock, trading under the symbol KLAC-Q on the NASDAQ (KLAC). It is usually referred to as NASDAQ:KLAC 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 2025-04-03, KLA-Tencor (KLAC-Q) stock closed at a price of $620.82.
Will benefit from non-leading edge technology for China; demand for semi equipment will continue. He prefers ASMl