KLA (KLAC)

KLA (KLAC)

Postby helios » Sat Aug 08, 2009 11:08 am

I didn't realise KLAC is such a mega-company and leader in semicon manufacturing ... if you look at their chart, it is tradeable ... is semi-con industry on their half-life to recovery? NB: Compare the levels ~ $29 vs. $48.



Annotated some notes here.

Company Information

KLA-Tencor Corporation is the world leader in yield management and process control solutions for semiconductor manufacturing and related industries.

KLA-Tencor offers a broad array of products and services for in-line wafer defect monitoring, reticle and photomask defect inspection, electron beam metrology, wafer overlay, film and surface measurement, as well as overall yield and fab-wide data analysis.

Because yield improvement is key to increasing manufacturing productivity and profitability, KLA-Tencor's market continues to outperform the semiconductor capital equipment segment as a whole. KLA-Tencor technology is used by every major semiconductor manufacturer around the world.

Founded: Founded in 1997 through the merger of two twenty-year old companies: KLA Instruments and Tencor Instruments.

Chart

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Last edited by helios on Sat Aug 08, 2009 11:14 am, edited 1 time in total.
[Finance disclaimer: The content of this article is intended to provide a general guide to the subject matter. Specialist advice should be sought regarding investing of any stocks/ funds and/or whatsoever. The author has no vested interest in the mentioned stock at the time of writing.
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Re: KLA - Tencor (KLAC)

Postby winston » Fri Jun 03, 2016 7:56 pm

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ANOTHER 'PICKS AND SHOVELS' WINNER

As we explained yesterday, "picks and shovels" companies are one of the market's surest bets. Today's chart shows more proof of this theory at work...

You may not have heard of KLA-Tencor (KLAC) before. The company works with the world's biggest chipmakers (like Intel and Samsung) to improve production yields by reducing the number of defective chips.

In other words, KLA-Tencor's products and services are a form of "insurance" for the semiconductor giants that invest billions of dollars to produce cutting-edge technology.

KLA-Tencor isn't betting on the next big technology or fad. It's simply providing its services and knowledge to the world's biggest chipmakers. These companies are in a constant race to make their chips faster and smaller. That keeps KLA-Tencor's business steady.

As you can see, KLAC shares are in an impressive uptrend. They're up 50% in just the last nine months and just hit a new 18-month high.

Business is booming for the leading "picks and shovels" company in the semiconductor industry...

Source: Daily Wealth
It's all about "how much you made when you were right" & "how little you lost when you were wrong"
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Re: KLA - Tencor (KLAC)

Postby winston » Wed Jun 22, 2016 8:11 pm

"Picks and shovels" firm KLA-Tencor climbs more than 15% since mid-February.
It's all about "how much you made when you were right" & "how little you lost when you were wrong"
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Re: KLA - Tencor (KLAC)

Postby winston » Thu Jul 21, 2016 8:12 pm

"Picks and shovels" firm KLA-Tencor keeps moving higher... shares rise 10%-plus in the past two months.
It's all about "how much you made when you were right" & "how little you lost when you were wrong"
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Re: KLA - Tencor (KLAC)

Postby winston » Thu Sep 05, 2019 9:43 pm

A SAFER WAY TO BET ON SEMICONDUCTORS

Today's chart shows the power of betting on trends "under the radar"...

Semiconductor chips are critical to the smartphones and other small electronics that fly off shelves today. But shares of individual semiconductor firms can be volatile...

That's why we love "picks and shovels" companies that supply an entire sector. By providing the supplies everyone needs, they keep earning money no matter which of their clients get rich. Take a look at today's example...

KLA (KLAC) sells quality-control products to chipmakers. Only one company made up more than 10% of KLA's sales last fiscal year. And serving many businesses helps shield this company from its customers' ups and downs.

Its biggest customer, Taiwan Semiconductor Manufacturing (TSM), saw roughly flat sales in the most recent quarter... while in the same period, KLA's revenues jumped 18%.

We see the same picture in KLA's share price. Some semiconductor manufacturers are up over the past year, and some are down – while KLAC rose more than 25%. That's the power of companies that can sell their "picks and shovels" to whoever is digging for gold...

Source: Daily Wealth
It's all about "how much you made when you were right" & "how little you lost when you were wrong"
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Re: KLA - Tencor (KLAC)

Postby winston » Tue Jun 09, 2020 9:12 pm

not vested

WHEN COMPUTER CHIPS ARE IN DEMAND, THIS STOCK SOARS

Today's company is seeing a surge in demand as people work from home...

As folks stay isolated to slow the spread of COVID-19, technology has never been more crucial for today's workers. We've seen a surge in demand for home office equipment – like laptops, desktop computers, and other home network equipment. And this trend isn't expected to go away anytime soon. That's great news for today's company...

KLA (KLAC) is a $30 billion semiconductor solutions company. It makes inspection and measuring equipment for chipmakers.

Simply put, its technology helps chipmakers reduce defects and manufacturing errors – so when chips are in high demand, so are KLAC's services. And that's exactly what we're seeing today...

KLA reported record shipments in the most recent quarter, citing "strong demand" for its products and services.

As you can see in today's chart, KLA's shares have rebounded sharply from their March lows. Since bottoming on March 20, the stock is up nearly 70%.

And it recently hit a fresh all-time high. This rally should continue as people keep working from home...

Source: Daily Wealth
It's all about "how much you made when you were right" & "how little you lost when you were wrong"
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