米国市場銘柄情報

KLAC KLAコーポレーション

銘柄追加

682.050
+16.010+2.40%

終値 05/02 16:00 ET

918.31億時価総額35.71直近PER

KLAコーポレーションに関するコメント

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Rockyturki

04/28 16:34

Random thoughts on semis:

1) There’s plenty of bad news within $インテル(INTC.US)$ 's report, and recent news/reports about competitors ( $タイワン・セミコンダクター・マニュファクチャリング(TSM.US)$ 's A16 commentary, reported demand for $エヌビディア(NVDA.US)$ 's Arm-powered GB200, reported IPC gains for $アドバンスト・マイクロ・デバイス(AMD)(AMD.US)$ 's Zen 5) don’t help matters either. But with the EV down to ~$170B, maybe we’re at the point where the stock could work again on an SOTP basis, at least for a trade, given the value of Intel’s assets/IP, som...

Market alert: Major AI players and US indexes show bearish signals

Canucks

04/26 04:19

$KLAコーポレーション(KLAC.US)$
why is it dropping now? bad future growth?

PREMOSULTRAA

04/17 21:29

semiconductor world

1. $ASMLホールディング(ASML.US)$ | ASML Holding
• Chip Equipment Niche | Photolithography Monopoly
• Enterprise Value | $318.2B
• 2024 Key Metrics | 51x FCF; 34x EBITDA; 1% rev growth
• Competitive Advantage: They stand out as the sole supplier of extreme ultraviolet (EUV) lithography machines, a critical technology for manufacturing the most advanced semiconductor chips. Their market advantage is deeply rooted in this unique offering, which enables the production of smaller, more p...

KLA's consistent and high ROCE, along with its ability to effectively deploy capital, suggests it has the potential to be a multi-bagger. Despite the positive trends being recognized by investors, the stock is still considered worth further investigation.

Here's What KLA's (NASDAQ:KLAC) Strong Returns On Capital Mean

Rockyturki

03/13 21:34

In the semiconductor industry, four monopolistic equipment makers stand out as crucial for developing ever-smaller, more efficient chips -- here are the top 4 monopolies dominating this space 👇
1. $ASMLホールディング(ASML.US)$ - monopoly in lithography machines
2. $アプライドマテリアルズ(AMAT.US)$ - makes machines across manufacturing process
3. $ラムリサーチ(LRCX.US)$ - largest etching equipment provider
4. $KLAコーポレーション(KLAC.US)$ - dominates process diagnostics & control space

In One Chart

03/13 19:59

コラムTech Giant in One Chart: Who Are the Suppliers of TSMC?

$タイワン・セミコンダクター・マニュファクチャリング(TSM.US)$ stands as a titan in the semiconductor industry, renowned for its advanced chip fabrication capabilities. As TSMC announces substantial capital expenditures to expand and upgrade its manufacturing facilities, the ripple effect is set to benefit a wide array of suppliers in the semiconductor ecosystem. Its suppliers can be categorized into several key areas:
Equipment Suppliers:
$ASMLホールディング(ASML.US)$: A leadin...

Moomoo AI

03/08 20:53

The market holds KLA in higher regard due to its consistent growth. The company's recent performance suggests potential business momentum. However, there are risks associated with the company, and it would be more appealing if there were significant insider buys.

KLA's (NASDAQ:KLAC) Investors Will Be Pleased With Their Massive 551% Return Over the Last Five Years

Moomoo Recap US

02/10 05:11

コラムWall Street Today | S&P Closes Above 5,000, as Nvidia, AMD, Broadcom Sustain Rally

RECAP
US stocks continued their march higher, with the S&P 500 decisively closing above the 5,000 level for the first time ever. The rally has been fueled continued strong corporate earnings and signs of progress in the Federal Reserve's goal of lowering inflation that could move policy makers to finally start cutting rates.
The $S&P 500 Index(.SPX.US)$ rose for a 14th week out of 15, the first for large-cap inde...

Big Tech Earnings Rush: Markets continue to bet on AI

Moomoo AI

02/04 21:17

Investors justify KLA's high P/E ratio due to its superior earnings outlook. They believe the potential for earnings deterioration isn't significant enough to warrant a lower P/E ratio.