KLA-Tencor Corporation (KLAC) reported fourth quarter fiscal 2019 earnings on Aug. 5, 2019. Wafer Inspection and Patterning, PCB display and component inspection revenues accounted for 10% of revenues.
Wafer inspection was 32%. Patterning, which includes reticle inspection, was 23%. Wafer inspection and patterning are part of the semiconductor metrology/inspection or process control segment.
This article presents headwinds and tailwinds impacting for the remainder of this calendar year and in 2020.
Headwinds
Capex
According to KLAC CEO Rick Wallace, foundry and logic is expected to continue performing well through the second half of 2019