KLA Corporation is among the top 20 dividend stocks in 2025. Despite ongoing China export risks, the company has seen a 97% increase in stock value this year. Analysts have upgraded KLAC, with Jefferies setting a price target of $1,500 and Oppenheimer maintaining an Outperform rating with a $1,400 target.

SEMICONDUCTOR equipment sales are expected to reach record highs in 2025, driven by AI investment. KLA Corporation forecasted second-quarter revenue above Wall Street estimates, citing strong AI-related demand for its chipmaking tools. However, trade tensions with China pose a risk to the company’s growth.

Demand for advanced chips supporting generative AI workloads is rising, benefiting suppliers like KLA. Trade policy restrictions are expected to reduce KLA’s sales by $300M to $350M over the next five quarters due to extended US export controls impacting Chinese customers. The company is based in Milpitas, California, designing wafer fab equipment for the semiconductor industry.

Read more at Yahoo Finance: Strong AI Tailwinds Lift KLAC Despite Ongoing China Export Risks