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KLA10-Q: Supply chain disruption

Facing supply chain risk from China's 2025 export controls on critical rare earth elements.

Read at SEC EDGAR

What happened

Recent export controls imposed by China on rare earth elements, which are critical to components in KLAC's products, present a material risk. A disruption in the ability of their suppliers to procure these elements could significantly harm business operations and financial results.

Source

SEC EDGARApr 29, 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.

sec.gov/Archives/edgar/data/319201/000031920126000016/klac-20260331.htmRead the full source

Other signals in this filing (8)

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.

Fiscal year end
03/31
Filed
Apr 29, 2026

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The full record

From the Signal API record

Details

CIK
319201
Accession number
0000319201-26-000016
Timeframe
Current year
Filing year
2026
Fiscal year
0
Why it matters
Supply chain tools urgently needed
Signal category
Operations

Topics and mentions

Regions named

  • China

Extraction

Confidence
High
Relevance
70%
Sentiment
Negative
Detected
May 5, 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
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Show the full JSONThe record on this page and the API request

GET /v1/signals/ddf78b3f-4a83-4f2b-bba6-d9489663de26 returns this record as JSON. POST /v1/companies/enrich returns every signal for kla.com.

{
  "signal_id": "ddf78b3f-4a83-4f2b-bba6-d9489663de26",
  "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": "Recent export controls imposed by China on rare earth elements, which are critical to components in KLAC's products, present a material risk. A disruption in the ability of their suppliers to procure these elements could significantly harm business operations and financial results.",
    "metrics": {
      "timeframe": "current_year"
    },
    "summary": "Facing supply chain risk from China's 2025 export controls on critical rare earth elements.",
    "excerpts": "In April 2025, the Chinese government imposed export controls on seven of the seventeen elements classified as rare earth elements.",
    "relevance": 0.7,
    "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",
    "regions_mentioned": [
      "China"
    ]
  }
}

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