Page 8 - december22_112922.indd

TAP TIMES -8- DECEMBER 2022

A tale (from 6)

Applied says it is “pursuing additional
export licenses and authorizations.” Ad-
ditionally, equipment makers will need to
add substantial manufacturing for the new
domestics fabs that are being planned.

KLA Tencor, a U.S. legacy maker of test
and measurement tools in Milpitas, Ca-
lif., reported total fi scal 1Q23 revenues of
$2.72 billion, ended September 30.

Letter to shareholders
In a Letter to Shareholders, KLA said, “on KLA of Milpitas, Calif. is one of the oldest semiconductor equip-
October 7, 2022, the U.S. government is- ment makers. Its tools are for use in test, measurement and in-
sued new regulations to control aspects of spection. The company is a merger of KLA and Tencor. This ma-
chine is the SpectraFilm LD10 used for fi lm metrology. (Tencor)
the U.S. semiconductor industry trade with
China.
Another “heavy metal” equipment maker,
Lam Research, is like Applied Materials and
“We have been evaluating the overall im- KLA, one of the industry’s pioneering tool
pact these new controls will have on semi- makers.
conductor industry demand.

Founded in 1980 by China-born Dr. David
“Specifi c to KLA, while a meaningful K. Lam, the company is headquartered in
amount of our business in China is focused next page
on legacy node investment, which is not
the focus of the recent ex-
port restrictions, our sys-
tems and service revenue
will be adversely impacted
going forward as we are un-
able to provide systems and
support to certain custom-
ers for certain end uses.”

Broader implications
“We are assessing the
broader implications and
engaging collaboratively
with the U.S. government
to provide the necessary in-
formation about our produc
ucts and services to fully
determine the impact on
our business operations
moving forward.”