– KLA reported a good QTR but more importantly passing the bottom – Lead times mean KLA gets orders early in up cycle-just behind ASML – Potential upside in upcycle as packaging needs more process control – 2024 2nd half weighted with stronger recovery likely in 2025 A solid quarter as expected with good … Read More The post KLAC- Past bottom of cycle- up from here- early positive signs-packaging upside appeared first on SemiWiki.