Discontinuation of critical DRAM chips by suppliers has led to a shortage and a dramatic price increase, forcing KLAC into higher purchase commitments.
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-10qsupplyChainDisruptionGet 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/c030f266-f678-4e41-b7cf-efea5b2e5bc0 returns this record as JSON. POST /v1/companies/enrich returns every signal for kla.com.
{
"signal_id": "c030f266-f678-4e41-b7cf-efea5b2e5bc0",
"signal_type": "sec-10q",
"signal_subtype": "supplyChainDisruption",
"detected_at": "2026-05-05T08:48:22.642+00:00",
"company": {
"name": "KLA",
"domain": "kla.com"
},
"data": {
"detail": "Discontinuation of critical DRAM chips by suppliers has led to a shortage and a dramatic price increase, forcing KLAC into higher purchase commitments. The company explicitly states this will have an adverse impact on its gross margin through calendar 2026, creating an urgent need for supply chain solutions or alternative components.",
"metrics": {
"timeframe": "current_year"
},
"summary": "Facing DRAM chip shortage and price hikes, negatively impacting gross margin in calendar 2026.",
"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/319201/000031920126000016/klac-20260331.htm",
"filing_date": "2026-04-29",
"filing_year": 2026,
"fiscal_year": 0,
"fiscal_year_end": "03/31",
"sales_relevance": "Supply chain tools urgently needed",
"signal_category": "operations",
"technologies_mentioned": [
"DRAM"
]
}
}
curl https://signals.autobound.ai/v1/signals/c030f266-f678-4e41-b7cf-efea5b2e5bc0 \
-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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