J.P. Morgan Analyst Harlan Sur says KLA-Tencor Corporation (KLAC) is one of his favorite names in the semiconductor capital equipment space. He says the company is a leader in process control equipment and should see increased demand.
“These are the types of equipment that helps their customers improve yields, monitor their manufacturing lines, measure a lot of the critical parameters in the manufacturing process,” Sur says. “As these processes get more complex…yields are actually more challenging; you have more process steps, which means that you have more process monitoring and more process measurements, and so by the fact that the complexity goes up means that there will be more requirement for KLA’s measurement and yield improvement tools.”
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Sur says KLA-Tencor is currently the number-one supplier of process control tools in the industry. And, he says the company’s financial metrics are attractive.
“They also have best-in-class industry profitability from a gross and an operating margin perspective,” Sur says.
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