Full-Time
Director Product Marketing
KLA
10,001+ employees
High-precision semiconductor inspection and metrology tools
Compensation Overview
$199.3k - $348.8k/yr
Company Historically Provides H1B Sponsorship
Milpitas, CA, USA
In Person
Bachelor's, Master's, PhD
 Growth & Marketing (1) |
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- A PhD with 8 or more years, a Master's degree with 12 or more years, or a Bachelor's degree with 15 or more years of relevant experience.
- Proven experience in product marketing, product management, or business leadership in semiconductor or related industries.
- Demonstrated success driving product strategy and commercialization for complex technical products.
- Own full business strategy and performance for the Axion product line, including revenue growth, market share, and profitability.
- Define and execute long-term product strategy and roadmap aligned with emerging semiconductor trends.
- Develop and drive comprehensive business and product marketing plans, including market entry and expansion strategies.
- Lead market segmentation, customer insights, and competitive analysis to identify growth opportunities.
- Define clear product positioning and differentiation strategy to win in high-growth markets.
- Monitor industry trends in Logic/Foundry, DRAM, 3D NAND, and advanced packaging to anticipate future requirements.
- Drive strategic customer relationships with key accounts and technology partners.
- Lead customer engagement from initial penetration through adoption and scale.
- Develop account-level strategies, including deployment, adoption, and expansion plans.
- Partner with regional teams to support pre-sales and post-sales initiatives.
- Manage the full product lifecycle from concept through end-of-life.
- Define product specifications, configurations, and feature requirements in collaboration with engineering.
- Support new product introduction, including beta programs and customer validation.
- Own pricing strategies, value-based pricing models, and commercialization plans.
- Drive forecasting, demand planning, and business case development.
- Align pricing and packaging with competitive positioning and customer value.
- Lead collaboration across engineering, applications, sales, and manufacturing teams.
- Influence development of algorithms, software, and machine learning capabilities to support differentiated solutions.
- Partner with global sales to enable customer-facing messaging, presentations, and solution positioning.
- Deep knowledge of semiconductor manufacturing processes, including Logic/Foundry, DRAM, 3D NAND, and advanced packaging.
- Experience with process integration, metrology, or yield improvement solutions.
- Strong background in algorithms, software, or machine learning-based products in semiconductor equipment.
- Experience building and executing business plans and product strategies.
- Experience leading customer-facing engagements at executive or strategic levels.
- Experience driving product differentiation and competitive positioning.
- Experience managing global, cross-functional teams and initiatives.
KLA provides process control and yield management solutions for semiconductor manufacturers, offering high-precision inspection tools, metrology systems, and computational analytics software to monitor production and detect defects. Its products inspect wafers, measure critical features, and analyze data to identify deviations, enabling adjustments that raise yields and improve device performance. KLA differentiates itself with an integrated hardware-software-services suite focused on defect detection and yield optimization, backed by long-term service contracts and licenses. The company aims to power global operations with 100% renewable electricity by 2030, with the goal of helping semiconductor makers achieve higher yields and more reliable production.
Company Size
10,001+
Company Stage
IPO
Headquarters
Milpitas, California
Founded
1975
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Simplify's Take
What believers are saying
- Fiscal 2026 revenue reached $13.58 billion, with $3.77 billion free cash flow.
- KLA returned $3.35 billion to shareholders and approved another $7 billion buyback.
- AI infrastructure pushed Q1 fiscal 2027 revenue guidance to $4.0 billion.
What critics are saying
- China delivered 30% of fiscal 2026 revenue, exposing KLA to export controls.
- U.S. BIS restrictions already block certain China advanced-node shipments and service.
- A broader China cutoff would remove nearly one-third of revenue and cripple growth.
What makes KLA unique
- KLA controls 58% of process control, dominating semiconductor inspection and metrology.
- Advanced packaging revenue targets rose from $635 million to $1 billion in 2026.
- June 2026 backlog hit $12.57 billion, proving sticky demand across AI fabs.
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Benefits
Health Insurance
Dental Insurance
Vision Insurance
Life Insurance
401(k) Retirement Plan
401(k) Company Match
Employee Stock Purchase Plan
Student Loan Assistance
Tuition Reimbursement
Wellness Program
Mental Health Support
Paid Vacation
Paid Holidays
Parental Leave
Growth & Insights and Company News
6 month growth
↑ 18%1 year growth
↑ 18%2 year growth
↑ 18%KLA Corporation reported fourth quarter fiscal 2026 revenues of $3.66 billion, above the midpoint of guidance. GAAP diluted earnings per share came in at $1.04, whilst non-GAAP diluted EPS reached $1.05, both at the upper end of guidance. For the full fiscal year ended 30 June 2026, the semiconductor equipment manufacturer posted revenues of $13.58 billion and GAAP diluted EPS of $3.66. Operating cash flow for the year totalled $4.14 billion, with free cash flow of $3.77 billion. The company returned $3.35 billion to shareholders during fiscal 2026 through dividends and share repurchases. KLA completed a ten-for-one stock split on 11 June 2026. For the first quarter of fiscal 2027, KLA expects revenues of $4.0 billion, plus or minus $200 million, with non-GAAP diluted EPS projected at $1.16, plus or minus $0.10.
KLA is set to report quarterly earnings Tuesday after the bell, with analysts expecting 13.7% year-on-year revenue growth. The semiconductor equipment maker's shares closed at $210.52, down 15% over the past month but still up 16% over 90 days. The most popular valuation framework suggests KLA is 9.4% undervalued, placing fair value at $232.43 per share. That outlook assumes multiyear AI-driven wafer fabrication spending will remain durable, supported by government incentives and increasing process complexity. Estimates have been broadly reaffirmed over the past month, meaning this earnings report will serve as a check on whether KLA is meeting current expectations for the semiconductor equipment cycle. The valuation relies on continued revenue expansion, rising margins, and a premium earnings multiple through 2026. Risks include potential tariff pressure on margins, weaker China demand, and tighter export controls.
KLA Corporation stands out as a profitable long-term investment, whilst Covista and Matson underwhelm, according to StockStory analysis. KLA Corporation, a leading supplier of semiconductor inspection equipment, demonstrated strong fundamentals with a 41.7% operating margin and 15.2% annual revenue growth over five years. Its 30.5% free cash flow margin provides flexibility for capital deployment. Covista, formerly DeVry Education Group, showed concerning signs with 15.2% annual sales growth below sector averages. Its free cash flow margin is expected to contract by 3.8 percentage points, whilst its 9% return on capital suggests difficulty finding profitable growth opportunities. Matson, an ocean transportation provider, posted disappointing 3.3% annual revenue growth over two years. Its free cash flow margin shrank by 13.2 percentage points over five years, indicating increasing capital consumption to maintain competitiveness.
KLA Corporation, a leading supplier of semiconductor chip measurement and inspection equipment, has seen its stock price surge 109% over the past six months, reaching a new 52-week high of $260.62 per share. The company has demonstrated strong financial performance across multiple metrics. Its revenue grew at 15.2% annually over the past five years, outpacing the average semiconductor company. KLA Corporation has maintained elite profitability with an average operating margin of 40% over the last two years. The company's free cash flow margin averaged 30.5% over the past two years, ranking amongst the best in the semiconductor sector. Formed in 1997 through a merger of two semiconductor yield management companies, KLA Corporation continues to dominate its niche market with equipment essential for chip manufacturing quality control.
KLA Corporation delivered strong Q3 FY26 earnings, beating revenue, earnings and gross margin expectations, yet shares fell over 5% as investors questioned near-term earnings conversion. The company holds 58% market share in process control and is benefiting from AI-driven manufacturing complexity, with advanced packaging expectations nearly doubling. However, KLA's 11% growth lagged behind peers like Lam Research, which grew 24%, highlighting sequencing risk as deposition and etch tools lead before inspection demand fully materialises. Non-GAAP gross margin of 62.2% is expected to decline to 61.75% due to DRAM costs, tariffs and mix effects. Trading at 37 times forward earnings, analysts suggest fair value around $1,780. The structural bull case remains intact, with KLA positioned as the "tax collector" of semiconductor manufacturing as complexity increases.