Filing excerpt
In April 2025, the Chinese government imposed export controls on seven of the seventeen elements classified as rare earth elements.
sec.gov/Archives/edgar/data/319201/000031920126000016/klac-20260331.htmRead the full source
KLA10-Q: Supplier concentration
Chinese export controls on rare earth elements threaten KLA's component supply.
What happened
New Chinese export controls on rare earth elements, which are critical to components in KLA's products, create a material risk to their supply chain.
Source
Other signals in this filing (8)
- Legacy modernizationKLAC upgrading core ERP system with completion targeted for Q1 fiscal 2027.Legacy modernization
- Supply chain disruptionFacing DRAM chip shortage and price hikes, negatively impacting gross margin in calendar 2026.Supply chain disruption
- Capex increaseKLA upgrading ERP system, targeting completion in Q1 fiscal year 2027.Capex increase
- Margin pressureKLA faces adverse gross margin impact in calendar 2026 due to DRAM chip shortages and price hikes.Margin pressure
- Platform strategyKLAC executing major ERP system upgrade, targeting completion in Q1 FY2027.Platform strategy
- Regulatory investigationKLA's industry under U.S. national security investigation for potential tariffs since April 2025.Regulatory investigation
- Inflation impactU.S. tariffs are increasing cost of revenues and complicating supply chain planning.Inflation impact
- Supply chain disruptionFacing supply chain risk from China's 2025 export controls on critical rare earth elements.Supply chain disruption
Extracted by Autobound
From the Signal API record- Signal
- 10-Q: Supplier concentration
What this signalsFilings often name leadership changes, deals and spending plans.
- Fiscal year end
- 03/31
- Filed
- Apr 29, 2026
More from KLA
- EarningsKLA Corporation stock reports USD 3.66 billion June revenueEarnings
- PatentsKLA Corporation's patent output is slowing: 110 grants in the past year, 6 in the past 30 days.Patents
- GlassdoorContractor highlights poor cross-team support and workload imbalanceGlassdoor
- InvestmentIT firm acquires land on Pallavaram-Thoraipakkam Radial Road for ₹1,020 cr.Investment
- Website changesKLA replaced its general philanthropic messaging with a more explicit Foundation-focused commitment to STEM education, employee impact, and community-centered solutions.Website changes
- Web traffickla.com received 240K monthly visits with traffic from 5 countries.Web traffic
More 10-Q signals at other companies
- SEC 10-QMillerKnoll, Inc.Jeffrey M. Stutz appointed Interim Chief Executive Officer.SEC 10-Q
- SEC 10-QCID HoldCo, Inc.Disclosed material weaknesses in financial reporting due to insufficient accounting staff and controls.SEC 10-Q
- SEC 10-QScholastic CorporationCore school channels decline with fewer book fairs and lower club participation.SEC 10-Q
The full record
From the Signal API recordDetails
- CIK
- 319201
- Accession number
- 0000319201-26-000016
- Timeframe
- Current year
- Filing year
- 2026
- Fiscal year
- 0
- Why it matters
- Risk management needed
- Signal category
- Market
Topics and mentions
Regions named
- China
Extraction
- Confidence
- High
- Relevance
- 80%
- Sentiment
- Negative
- Detected
- May 5, 2026
- signal_type
sec-10q- signal_subtype
supplierConcentration
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linkedin_urlValue in the APIindustriesValue in the APIemployee_count_lowValue in the APIemployee_count_highValue in the APIrevenueValue in the APIdescriptionValue in the API
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{
"signal_id": "e864dec5-2e49-4135-9de6-7ed4d7a6fedd",
"signal_type": "sec-10q",
"signal_subtype": "supplierConcentration",
"detected_at": "2026-05-05T08:48:22.488+00:00",
"company": {
"name": "KLA",
"domain": "kla.com"
},
"data": {
"detail": "New Chinese export controls on rare earth elements, which are critical to components in KLA's products, create a material risk to their supply chain. This situation could harm financial results and creates an urgent need for supply chain diversification, material tracking, and risk mitigation strategies.",
"metrics": {
"timeframe": "current_year"
},
"summary": "Chinese export controls on rare earth elements threaten KLA's component supply.",
"excerpts": "In April 2025, the Chinese government imposed export controls on seven of the seventeen elements classified as rare earth elements.",
"relevance": 0.8,
"sentiment": "negative",
"confidence": "high",
"source_url": "https://www.sec.gov/Archives/edgar/data/319201/000031920126000016/klac-20260331.htm",
"filing_date": "2026-04-29",
"filing_year": 2026,
"fiscal_year": 0,
"fiscal_year_end": "03/31",
"sales_relevance": "Risk management needed",
"signal_category": "market",
"regions_mentioned": [
"China"
]
}
}
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