KLA (KLAC) in the Pivotal-Point Check: TSMC Investment Boost and 2nm Upgrade Propel Chip Equipment Suppliers to New Heights!

The world’s largest chip manufacturer TSMC plans to increase investments by at least 25%, from which KLA, as a specialist in process control, will benefit significantly. Analysts at Wells Fargo raised the rating to "Overweight” and pointed to the increasing importance of inspections in 2nm chip production. The growing complexity in AI chips leads to a higher susceptibility to errors, which structurally increases the demand for KLA monitoring systems. KLA, a global provider of process control and yield management systems for...