This summary was created by AI, based on 3 opinions in the last 12 months.
Experts have mixed feelings about KLA-Tencor (KLAC-Q), with varying opinions on its prospects in the semiconductor equipment space. One expert suggests that KLAC-Q will benefit from non-leading edge technology in China, indicating some potential demand for semiconductor equipment in the foreseeable future. However, he prefers ASML over KLAC-Q. Another expert discusses broader opportunities within the semiconductor sector, pointing to KLAC-Q as one of the potential equipment suppliers among a list of key players, although he sees particular promise in companies like LRCX and ASML. Finally, one reviewer advises taking profits on KLAC-Q and reallocating the funds into ASML, indicating a more cautious approach towards KLAC-Q amid weaker guidance. Overall, KLAC-Q's standing appears strong but comes with caveats from competing firms that experts favor.
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 2025-04-01, KLA-Tencor (KLAC-Q) stock closed at a price of $682.46.
Will benefit from non-leading edge technology for China; demand for semi equipment will continue. He prefers ASMl