COMPANY
KLA
KLAC:US
Primary coverage by Pierre Ferragu
Research
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Semicap sector update: 2025 rebound excessively anticipated. We stay on the sideline.September 30, 2024 — Pierre Ferragu
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Semi cycle update 3Q24: 2025 reaccelerating across the boardSeptember 25, 2024 — Pierre Ferragu
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The Tech Infrastructure Quarterly Bible 2Q24September 18, 2024 — Pierre Ferragu
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Bible 2Q24 – Semicap: Recovering growth offset by China normalizing.August 23, 2024 — Pierre Ferragu
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Cloud revenues re-accelerating, capex beat, EVs & auto semis weak, memory thesis playing out, and more. The Tech Weekly Wrap-upJuly 29, 2024 — Pierre Ferragu
Events
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Mar
15TechnologyMarch 15, 2024Watch Replay -
Jan
16TechnologyJanuary 16, 2024Watch Replay -
Dec
19TechnologyDecember 19, 2023Watch Replay