KLA CORP, one of the largest manufacturers in the semiconductor manufacturing equipment industry, said that the US government's new rules for China's exports will be damaged and the company's original optimistic fiscal revenue forecast, but its forecast is still highYu analyst's expectations.
According to Bloomberg News on Thursday (October 27), Ke Lei is still evaluating the impact of the new regulations announced by the Bayeng government earlier this month.The company said in a letter to shareholders that preliminary predictions showed that revenue in fiscal 2023 will suffer about 600 million to 900 million US dollars (about 840 million to S $ 1.26 billion) in losses.
The company headquartered in California said that the current income will be about $ 2.8 billion, and it is expected to be about $ 100 million less than without new regulations.However, the company's forecast still exceeds the average prediction of analysts of $ 2.55 billion.
Ke Lei pointed out that despite the weakening of the terminal market, its chip manufacturer customers are still buying the technology required to improve production.
The new rules of exports in the United States are to restrict the sale of advanced semiconductors and equipment to China, and prohibit Americans from helping China to promote chip technology development.From the perspective of income, China's chip factory is KLA's largest sales target, accounting for about 29%of its fiscal 2022.
It is also affected by new export regulations. The Applied Materials Inc also reduced its sales forecast for the fourth fiscal quarter (October 30) on October 12 this year.And say that the impact will continue until the next fiscal season.
After the above news was released, KLA's stock rose about 1%after the market.Earlier, it closed at $ 306.40 in New York, and has fallen 29%since this year.
