The Street Models $140B WFE. KLA Just Said $150B. The Gap Is the Trade, and So Is the $0.46 GAAP Shortfall Nobody's Hedging

Period: 2026Q4

Q4 fiscal 2026 earnings calls and guidance from eight semiconductor companies spanning wafer fab equipment KLAC, LRCX, 8035.T, optics COHR, LITE, custom silicon MRVL, GPUs NVDA, and IP licensing ARM, cross-referenced against WFE market estimates, backlog and lead time disclosures, and GAAP versus non-GAAP reconciliation data | Coverage: Q4 fiscal 2026 earnings cycle June 2026 quarter results and September quarter guidance Every layer of the semiconductor stack raised guidance simultaneously: KLA

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The Street Models $140B WFE. KLA Just Said $150B. The Gap Is the Trade, and So Is the $0.46 GAAP Shortfall Nobody's Hedging | Silicon Signal