KLA's order backlog increased from $7.86B to $12.57B in one year, indicating massive demand that may be straining their manufacturing and supply chain capacity. This creates pressure to improve production efficiency, manage a complex supply chain, and ensure timely delivery to major customers like Taiwan Semiconductor Manufacturing Company.
Filing excerpt
Our backlog, primarily consisting of sales orders where written customer requests have been received, increased from $7.86 billion as of June 30, 2025, to $12.57 billion as of June 30, 2026, due to strong demand driven by the AI infrastructure buildout.
What this signalsFilings often name leadership changes, deals and spending plans.
Technologies
sec-10kcapacityConstraintGet every 10-K signal for KLA and the companies you sell to, in the tools you already use.
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This page shows a preview. The full sec-10k record in the Signal API and MCP can also have these 8 fields. Some fields are empty for some signals.
Company
linkedin_urlValue in the APIindustriesValue in the APIemployee_count_lowValue in the APIemployee_count_highValue in the APIrevenueValue in the APIdescriptionValue in the APISignal
signal_nameValue in the APIassociationValue in the APIGET /v1/signals/d29ee3c2-d962-42a0-806e-2ae4de2510b3 returns this record as JSON. POST /v1/companies/enrich returns every signal for kla.com.
{
"signal_id": "d29ee3c2-d962-42a0-806e-2ae4de2510b3",
"signal_type": "sec-10k",
"signal_subtype": "capacityConstraint",
"detected_at": "2026-08-11T07:03:00.506+00:00",
"company": {
"name": "KLA",
"domain": "kla.com"
},
"data": {
"detail": "KLA's order backlog increased from $7.86B to $12.57B in one year, indicating massive demand that may be straining their manufacturing and supply chain capacity. This creates pressure to improve production efficiency, manage a complex supply chain, and ensure timely delivery to major customers like Taiwan Semiconductor Manufacturing Company.",
"metrics": {
"pct": 0.6,
"timeframe": "current_year",
"pct_context": "Year-over-year increase in order backlog",
"dollar_context": "Total order backlog as of June 30, 2026",
"dollar_millions": 12570
},
"summary": "Order backlog surged 60% to $12.57 billion, driven by AI infrastructure demand.",
"excerpts": "Our backlog, primarily consisting of sales orders where written customer requests have been received, increased from $7.86 billion as of June 30, 2025, to $12.57 billion as of June 30, 2026, due to strong demand driven by the AI infrastructure buildout.",
"relevance": 0.9,
"sentiment": "neutral",
"confidence": "high",
"source_url": "https://www.sec.gov/Archives/edgar/data/319201/000031920126000027/klac-20260630.htm",
"filing_date": "2026-08-06",
"filing_year": 2026,
"fiscal_year_end": "06/30",
"sales_relevance": "Scaling solutions needed",
"signal_category": "operations",
"technologies_mentioned": [
"AI"
]
}
}
curl https://signals.autobound.ai/v1/signals/d29ee3c2-d962-42a0-806e-2ae4de2510b3 \
-H "X-API-KEY: $AUTOBOUND_API_KEY"curl -X POST https://signals.autobound.ai/v1/companies/enrich \
-H "X-API-KEY: $AUTOBOUND_API_KEY" \
-H "Content-Type: application/json" \
-d '{"domain":"kla.com","limit":20}'Long text fields are shortened on this page.
Looking up one signal by its id is free. Enrich costs 2 credits per signal returned; a call with no results is free.