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KLA10-Q: Supply chain disruption

China's new export controls on rare earth elements create critical supply chain risk for KLA's products.

What happened

New Chinese government restrictions imposed in April and October 2025 on rare earth elements, which are critical for KLA's product components, create a significant risk of production delays and material shortages, as China controls ~70% of worldwide mining.

Source

SEC EDGARJan 30, 2026

Quarterly report (Form 10-Q)

KLA 10-Q

Filing excerpt

In April 2025, the Chinese government imposed export controls on seven of the seventeen elements classified as rare earth elements. In October 2025, the Chinese government imposed additional restrictions and licensing requirements on certain rare earth elements...

sec.gov/Archives/edgar/data/319201/000031920126000008/klac-20251231.htmRead the full source

Other signals in this filing (11)

Extracted by Autobound

From the Signal API record
Signal
10-Q: Supply chain disruption

What this signalsFilings often name leadership changes, deals and spending plans.

Filed
Jan 30, 2026

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The full record

From the Signal API record

Numbers

Percent
70% (China's estimated control of worldwide rare earth element mining)

Details

CIK
319201
Accession number
0000319201-26-000008
Filing year
2026
Fiscal year
0
Why it matters
Supply chain tools urgently needed
Signal category
Operations

Topics and mentions

Technologies

  • rare earth elements

Regions named

  • China

Extraction

Confidence
High
Relevance
90%
Sentiment
Negative
Detected
Feb 3, 2026
signal_type
sec-10q
signal_subtype
supplyChainDisruption

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The API returns more than this page shows

This page shows a preview. The full sec-10q 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 API
  • industriesValue in the API
  • employee_count_lowValue in the API
  • employee_count_highValue in the API
  • revenueValue in the API
  • descriptionValue in the API

Signal

  • signal_nameValue in the API
  • associationValue in the API
Show the full JSONThe record on this page and the API request

GET /v1/signals/fa56e585-2c90-4611-a402-e7207379d0d6 returns this record as JSON. POST /v1/companies/enrich returns every signal for kla.com.

{
  "signal_id": "fa56e585-2c90-4611-a402-e7207379d0d6",
  "signal_type": "sec-10q",
  "signal_subtype": "supplyChainDisruption",
  "detected_at": "2026-02-03T08:36:06.984+00:00",
  "company": {
    "name": "KLA",
    "domain": "kla.com"
  },
  "data": {
    "detail": "New Chinese government restrictions imposed in April and October 2025 on rare earth elements, which are critical for KLA's product components, create a significant risk of production delays and material shortages, as China controls ~70% of worldwide mining.",
    "metrics": {
      "pct": 0.7,
      "pct_context": "China's estimated control of worldwide rare earth element mining"
    },
    "summary": "China's new export controls on rare earth elements create critical supply chain risk for KLA's products.",
    "excerpts": "In April 2025, the Chinese government imposed export controls on seven of the seventeen elements classified as rare earth elements. In October 2025, the Chinese government imposed additional restrictions and licensing requirements on certain rare earth elements...",
    "relevance": 0.9,
    "sentiment": "negative",
    "confidence": "high",
    "source_url": "https://www.sec.gov/Archives/edgar/data/319201/000031920126000008/klac-20251231.htm",
    "filing_date": "2026-01-30",
    "filing_year": 2026,
    "fiscal_year": 0,
    "sales_relevance": "Supply chain tools urgently needed",
    "signal_category": "operations",
    "regions_mentioned": [
      "China"
    ],
    "technologies_mentioned": [
      "rare earth elements"
    ]
  }
}

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