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Richard Wallace

President, Chief Executive Officer & Executive Director, Kla

Search every verified Richard Wallace interview, podcast appearance, and on-the-record quote — each transcript cross-checked by AI and human review to confirm speaker identity. Richard Wallace, president and CEO of KLA, discussed the company's performance and industry conditions during recent earnings calls. In the March 2026 call, he noted that supply chain constraints limited the company's ability to scale in the first half of the year, but expressed confidence in KLA's capacity to support customer demand in 2027. He stated that KLA does not price based on scarcity, but rather on cost-of-ownership improvements from one generation to the next. He also described the semiconductor industry as an ecosystem, where the primary constraint is the number of fabs that can be built and filled with equipment from all suppliers. In earlier calls, Wallace attributed growth to the AI buildout, saying customers were still building capacity below stated demand for AI capability. He observed that process control intensity has increased as design starts have picked up, with customers managing yield across different process flows in high-volume production. He also commented on the impact of HBM devices, noting that larger die and more complex logic circuitry are favorable for process control intensity. In a 2023 university talk, he credited KLA's involvement in getting TSMC and Samsung to commit to U.S. factories as a key achievement, and mentioned the company's participation in a CHIPS Act proposal.

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