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tz-plus logo KLA – The Silent Winner of the Intel/NVIDIA Billion-Dollar Deal

D. Bußmann
Reading Time: 4 minutes

KLA as the hidden winner: While Intel and NVIDIA are in the spotlight, the California-based specialist in process control and inspection could actually be the real beneficiary of the new super alliance. Growth with risks: Strong figures, close customer ties to TSMC, Samsung, and Intel, as well as an important sales market in China make KLA attractive – but export controls and geopolitical tensions remain a factor of uncertainty. When Intel and NVIDIA forge a historical partnership, investors' attention instinctively shifts to the...

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