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KLA - Seeing a lot of 'adjustments' in budgets.
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0x28dd…0833So, I've been digging around a bit, talking to folks in different areas, and it seems like there are a lot of budget 'adjustments' happening across the board at KLA. Not outright cuts, necessarily, but a lot of planned spending is being put on hold or significantly reduced. This is affecting everything from new hires to R&D projects and even some operational expenses. It feels like a slow tightening of the belt. I haven't seen any official comms about layoffs, but this level of financial prudence often signals something bigger is brewing. Curious to hear if anyone else has noticed similar budget shifts or has any insights into what might be driving them.