KLA Corporation

KLACsupplier

KLA Corporation is the dominant supplier of semiconductor process-control and inspection equipment. Its tools detect nanoscale defects on wafers and reticles, making them essential for yield management at every leading-edge fab worldwide.

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Продукты и выручка

Доля выручки продукта

Структура выручки ($11.4B)

Статические данные (загрузка финансов…)

Semiconductor Process Control (82%)

Specialty Semiconductor Process (8%)

PCB, Display & Component Inspection (5%)

Services (5%)

Структура сегментов и ключевые клиенты

Подробности продукта

Wafer Inspection35%

Broadband plasma and e-beam defect inspection systems

Patterning Metrology25%

Overlay, CD-SEM, and scatterometry for lithography control

Reticle Inspection15%

Mask and reticle defect detection for EUV and DUV

PCB & Display Inspection10%

Inspection systems for printed circuit boards and flat panels

Services15%

Maintenance contracts, upgrades, and data analytics

Связи цепочки поставок

Ключевые клиенты

Taiwan Semiconductor Manufacturing Company

Wafer and reticle inspection

Влияние: $3B+ — largest customer

Samsung Electronics

Process control equipment

Влияние: $2B+

SK Hynix

Inspection and metrology

Влияние: $1B+

Micron Technology

Defect inspection

Влияние: $800M+

Конкуренты

Applied Materials

Metrology overlap

Влияние: Competitor in e-beam review

Макро- и рыночный контекст

반도체Новости сектора

WFE(반도체 장비) 업사이클 + AI HBM 슈퍼사이클 진입

TSMC 가동률

92%+

HBM 수요 성장

+180% YoY

WFE 시장 규모

$105B (2026E)

리드타임 (장비)

18~24개월

Предстоящие катализаторы

◆TSMC Q2 실적 (2026.04.17)◆NVIDIA GB300 양산 착수 발표◆AMAT/LRCX/KLAC 실적 시즌 (2026.05)

Проблемы цепочки поставок

↑ 생산 확대2nm 계측 장비 단독 수주 확대

2026-04

N2/N2P 공정 결함 검사 솔루션 수주 집중. 경쟁사 대비 기술 격차로 고객 대체 어려워 ASP 프리미엄 유지.

AI-анализ

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Информация о компании

Штаб-квартира

Milpitas, California, USA

Основана

1975

Сотрудники

15,500+

Веб-сайт

kla.com

Позиция в каскаде

Роль в каскаде

late mover

Типичная задержка

3-5 trading days

Process-control spending is the last equipment budget to move, but rising complexity at 3nm lifts KLA's content per wafer.

Полный каскад

Обзор сектора — 반도체

Новости сектора