KLA stock dips as China’s 50% domestic chip-tool rule rattles semiconductor equipment names
NEW YORK, December 30, 2025, 14:00 ET — Regular session Shares of KLA Corp fell about 0.8% to $1,250.43 on Tuesday, after a Reuters report said China is requiring chipmakers seeking approval for new or expanded plants to show at least half their equipment will be sourced domestically. The stock traded between $1,249.69 and $1,273.20. Reuters The China headline matters for KLA because chipmaking tools are a long-cycle business: policy shifts can change where fabs (chip factories) buy equipment and how quickly foreign suppliers lose share. For investors, the risk is less about one quarter and more about visibility into