KLA CFO Talks Raised Wafer Fab Equipment Outlook at Citi TMT Conference
KLA’s CFO Bren Higgins and investor relations speaker Kevin Kessel discussed the wafer fab equipment market outlook at Citi’s 2026 Global TMT conference. They said expectations for this year have been lifted to the mid-$150B range and described upside potential toward $190B next year, including conversations around deliveries in the second half.