KLA Corporation, holding 56-58% of the semiconductor inspection and metrology market, reported FY26 revenue of $13.58B (up 12% YoY) with September-quarter guidance of $4.0B ± $200M. The company benefits from AI semiconductor manufacturing complexity, advanced packaging growth (70%+ YoY), and $12.6B backlog, though China exposure (~30% of revenue) poses geopolitical risks.