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Guinness Global Innovators Fund noted in its Q2 2026 investor letter that KLA (KLAC) benefited from advanced node, high-bandwidth memory, and advanced packaging demand, with its stock price increasing by 105.2% during the quarter.
Guinness Global Innovators Fund stated in its Q2 2026 investor letter that KLA Corporation (NASDAQ:KLAC) plays a critical role in the increasing complexity of semiconductor manufacturing. The fund believes that demand for KLA's inspection and metrology tools is structurally supported by the transition to advanced nodes, high-bandwidth memory, and advanced packaging, areas where even marginal yield improvements can lead to significant economic benefits for customers. KLA's stock price rose by 105.2% during the quarter.
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