The company is experiencing a supply chain crisis as key suppliers have discontinued manufacturing essential DRAM chips. This has led to a shortage, a 'dramatic increase' in prices, and an increase in purchase commitments in Q2 FY2026, creating operational and financial risk.
Filing excerpt
Recently, a few large suppliers have discontinued manufacturing certain DRAM chips that are incorporated in a number of our products, and the resulting shortage has caused a dramatic increase in the prices to acquire these chips.
What this signalsFilings often name leadership changes, deals and spending plans.
Technologies
sec-10qsupplierConcentrationGet every 10-Q 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-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 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/14b2310c-1d43-46c2-981f-4fd17c9c9d41 returns this record as JSON. POST /v1/companies/enrich returns every signal for kla.com.
{
"signal_id": "14b2310c-1d43-46c2-981f-4fd17c9c9d41",
"signal_type": "sec-10q",
"signal_subtype": "supplierConcentration",
"detected_at": "2026-02-03T08:36:06.984+00:00",
"company": {
"name": "KLA",
"domain": "kla.com"
},
"data": {
"detail": "The company is experiencing a supply chain crisis as key suppliers have discontinued manufacturing essential DRAM chips. This has led to a shortage, a 'dramatic increase' in prices, and an increase in purchase commitments in Q2 FY2026, creating operational and financial risk.",
"metrics": {
"timeframe": "current_quarter"
},
"summary": "Facing critical supply shortages and price hikes for DRAM chips from key suppliers.",
"excerpts": "Recently, a few large suppliers have discontinued manufacturing certain DRAM chips that are incorporated in a number of our products, and the resulting shortage has caused a dramatic increase in the prices to acquire these chips.",
"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": "Risk management needed",
"signal_category": "market",
"technologies_mentioned": [
"DRAM"
]
}
}
curl https://signals.autobound.ai/v1/signals/14b2310c-1d43-46c2-981f-4fd17c9c9d41 \
-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.
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