KLA

What KLA does

KLA Corporation (NASDAQ: KLAC) is a leading provider of process-control and process-enabling solutions for the semiconductor manufacturing industry, founded in 1976 and headquartered in Milpitas, California. The company designs, manufactures, and services inspection, metrology, yield-management, and chemistry process-control systems used by chip manufacturers to detect defects, control process variability, and improve yield across wafer fabrication, reticle production, advanced packaging, and PCB/IC substrate manufacturing. Its product portfolio spans multiple hardware families (Voyager, Puma, Surfscan, CIRCL, Kronos, Archer, SpectraShape, Teron, SPTS) and a software stack (aiSIGHT, Klarity, 5D Analyzer, OVALiS, PROLITH, I-PAT) that uses AI/ML for deep-learning defect classification, inline reliability screening, and cross-system process optimization. KLA also operates the KLA Instruments division for specialized metrology (optical profilers, nanoindenters, thin-film reflectometers) and KLA Pro Systems for certified/remanufactured tools serving IoT, automotive, and mobile segments.

KLA's commercial model is direct enterprise sales to semiconductor manufacturers, with an installed base of more than 57,000 tools generating recurring service revenue that is targeted to approach 25% of total revenue by 2030. Approximately 90% of revenue is derived from semiconductor process control equipment sold to a small set of mega-customers — TSMC, Samsung Electronics, SK Hynix, Micron, and Intel — that together represent the bulk of global leading-edge logic and memory capex. KLA reported FY2025 revenue of $12.16 billion with 35% net margins and 33% ROIC, held 73.8% of the global metrology and inspection market in 2025, and is guiding to a long-term revenue target of approximately $26 billion by 2030, a 13-17% CAGR underpinned by AI-driven semiconductor complexity, advanced packaging growth, and the transition to panel-level packaging architectures such as CoPoS.

Name

KLA

Legal name

KLA Corporation

Website

https://kla.com

Company type

Public

Founded year

1976

Operating status

Operating

Headcount range

5,001–10,000 employees

Short description

KLA Corporation (NASDAQ: KLAC) provides semiconductor process-control and metrology equipment, including defect inspection, yield management, and AI-powered analytics, sold directly to leading chip manufacturers such as TSMC, Samsung, SK Hynix, Micron, and Intel, and supports a 57,000+ tool installed base worldwide.

Ownership category

akta.pro rank

Product category

Semiconductor Process Control Equipment

NAICS

Semiconductor Machinery Manufacturing (333242), Instruments and Related Products Manufacturing for Measuring, Displaying, and Controlling Industrial Process Variables (334513)

SIC

Industrial Instruments For Measurement, Display, And Control (3823), Instruments For Meas & Testing Of Electricity & Elec Signals (3825)

akta.pro primary industry

Industrial Automation Software (SCADA, HMI, MES, Historian) (IMAHAHAJ)

akta.pro secondary industry

Process & Batch Control Software (Recipe Management, ISA-88) (IMAGABAH)

Keywords

• Semiconductor process control
• Wafer defect inspection
• Metrology systems
• Yield management solutions
• Advanced packaging equipment

Headquarters

HQ city

Milpitas

HQ country

United States

HQ region

North America

Offices9 records

Markets served

GTM type

B2B

Offering type

Hardware or Manufacturing

Cost components

Technology or R&D, Personnel, Supply Chain, Operations, Infrastructure, Marketing or Sales

Revenue model

1. Semiconductor Process Control Equipment: KLA's primary revenue driver (~90% of total) from inspection and metrology systems sold to semiconductor chip manufacturers for defect detection, yield management, and process control during wafer fabrication.
2. Services and Recurring Revenue: Services revenue from KLA's installed base of over 57,000 tools globally, providing recurring maintenance, support, and software updates. Services expected to approach 25% of total revenue by 2030.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels6 records

Core offering

KLA develops and manufactures process-control and process-enabling solutions for the semiconductor manufacturing ecosystem, including defect inspection and review systems, metrology tools, in situ process management, deposition and etch equipment, chemistry process control, and AI-powered software for yield management. Its portfolio spans chip manufacturing, wafer manufacturing, reticle (photomask) manufacturing, advanced packaging, and PCB/IC substrate manufacturing, serving foundries, memory makers, and OSATs globally.

Product overview

KLA develops and manufactures a comprehensive portfolio of process-control and process-enabling solutions that accelerate the electronics industry's innovation. The product lineup spans across chip manufacturing (defect inspection and review, deposition, etch, in situ process management, metrology, chemistry process control), wafer manufacturing, reticle manufacturing, advanced packaging manufacturing, and PCB & IC substrate manufacturing. Core software offerings include semiconductor software solutions (5D Analyzer, aiSIGHT, Klarity, PROLITH, I-PAT for AI-powered inline screening) and PCB software solutions (Frontline InCAM Pro). KLA Instruments provides specialized metrology instruments including optical profilers, nanoindenters, and thin-film reflectometers. The portfolio is unified under the KLA Pro Systems brand for certified and remanufactured equipment, serving customers from emerging technology development through high-volume production across the semiconductor ecosystem.

Differentiator

Problem solved

Functional benefit

Brands

• KLA Instruments: A division of KLA that delivers measurement instruments including nanoindenters, optical profilers, thin-film reflectometers, and stylus profilers.
• KLA Pro Systems
• Orbotech
• SPTS

Products and services

• Chip Manufacturing Solutions Comprehensive process-control and process-enabling solutions for semiconductor chip manufacturing, including defect inspection and review, deposition, etch, in situ process management, metrology, and chemistry process control systems, sold to foundries, IDMs, and memory manufacturers.
• Wafer Manufacturing Solutions Process control equipment for silicon wafer substrate manufacturing including defect inspection and review, metrology, and in situ process management for wafer production facilities.
• Reticle Manufacturing Solutions Equipment for photomask (reticle) manufacturing including defect inspection, metrology, and in situ process monitoring systems for photolithography reticle production.
• Packaging Manufacturing Solutions Advanced packaging solutions including wafer inspection and metrology, wafer processing systems, die sorting and inspection, IC component inspection and metrology, chemistry process control, and in situ process management for multi-die heterogeneous integration such as CoWoS and SoIC.
• PCB and IC Substrate Manufacturing Solutions Manufacturing solutions for printed circuit boards and IC substrates including automated optical shaping, direct imaging for patterning and solder mask, inkjet and additive printing, inspection and metrology, and chemistry process control, derived from the Orbotech portfolio.
• Software Solutions AI-powered software portfolio including PCB software solutions (Frontline InCAM Pro, Frontline InFlow, Frontline InShop, Frontline InSight) and semiconductor software solutions (OVALiS, 5D Analyzer, aiSIGHT, Klarity, PROLITH, ProETCH, ProDATA, SPOT, RDC, FabVision) for yield management, defect analysis, and process optimization.
• KLA Pro Systems (Certified and Remanufactured) Certified and remanufactured tools including certified 150mm and 200mm tools, performance enhancements, and adaptable 200mm/300mm tools for IoT, automotive, mobile, and specialized market segments.
• Voyager Series Defect Inspection Systems Advanced defect inspection systems for leading-edge semiconductor manufacturing including Voyager 1035 and Voyager 1015 models for detecting very small defects in high-density transistor technologies.
• Puma Defect Inspection Systems Defect inspection systems including Puma 9980, 9850, 9650, and 9550 for wafer-level defect detection in semiconductor manufacturing.
• Surfscan Series Unpatterned wafer defect inspection systems including Surfscan SP7XP, SP7, SP5XP, SP5, SP3, and SC1 for process control and yield optimization across design nodes.
• Archer Metrology Systems Overlay metrology systems including Archer 800, 750, 600, 500LCM, 500, and Archer Power for precise pattern placement and alignment measurement.
• SpectraShape Metrology Systems SpectraShape 12k, 11k, 10K, and 9010 models providing precise measurement of pattern dimensions, film thickness, pattern placement, and alignment using AI-enhanced profile modeling.
• SensArray Process Monitoring In situ process monitoring equipment including SensArray Automation and temperature monitoring systems for real-time process control in semiconductor manufacturing.
• Teron Reticle Inspection Systems Reticle inspection systems including Teron 640e, 647eS2, 647eS, 647e, 640, 630, SL670e XP, SL670e, SL655, SL650 for photomask quality control.
• ICOS Component Inspection Die sorting and IC component inspection systems including ICOS F260, ICOS T3/T7, ICOS T890, and ICOS T890XP for packaged IC component quality control.
• CIRCL Wafer Inspection CIRCL and CIRCL9 inspection systems plus CIRCL-AP for advanced packaging wafer-level inspection and metrology.
• Candela Wafer Inspection Candela 8520, 8720, and 8420 wafer inspection systems for wafer manufacturing defect detection.
• EtchTemp and HighTemp Series Temperature monitoring systems including EtchTemp (standard, HD, HP, LT, SE variants) and HighTemp (400, 500 series) for in situ process management during semiconductor etching and deposition.
• Zeta Optical Profilers Zeta optical profilers including Zeta-680, Zeta-600, Zeta-580, Zeta-500, Zeta-388, Zeta-300, Zeta-20, and Zeta-Solar for 3D surface topography, film thickness, and solar cell metallization measurements.
• Zeta-Solar Optical Profiler Purpose-built optical profiler for advanced solar cell metallization finger, contact pad, and busbar measurements, featuring 3D imaging technology and XY stage for panels up to 230mm x 230mm.
• Filmetrics Thin-Film Reflectometers Thin-film reflectometers including F10-AR, F10-ARc, F10-HC, F20, F30, F32, F40, F50, F54, F54-XY, F60-t, F60-c for film thickness measurement and optical characterization.
• Nano Indenter Systems Nanoindentation systems including Nano Indenter G200X, iMicro, iNano, and NanoFlip for mechanical properties testing of thin films, coatings, and materials.
• SPTS Deposition and Etch Systems PVD and PECVD deposition systems (SPTS Sigma PVD, Delta PECVD, Osprey PECVD) and plasma etch systems (SPTS Mosaic, Omega, Primaxx Monarch) for semiconductor manufacturing.
• KLA Instruments Instrumentation product line under the KLA Instruments division including optical profilers, nanoindenters, thin-film reflectometers, stylus profilers, and sheet resistance mappers for industry experts and academics.

Quantifiable outcome

• Process control market share expanded 360 basis points since 2021 to reach 73.8% in 2025
• +2 more outcomes

Named customers5 records

Segments5 records

Ideal customer profiles4 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

AI capability5 records

Feature5 records

Partnerships

One partnership is on record.

• TSMCcoreStrategic or Co-development Partner · 22 June 2026KLA's equipment is included in TSMC's supply chain for next-generation panel-level advanced packaging technology (CoPoS). KLA is one of nearly 30 equipment vendors from Japan, US, Germany, and Taiwan in the first batch evaluation list for TSMC's CoPoS technology that replaces traditional round wafers with larger rectangular glass panels for AI GPU and HPC chip packaging.

Scale indicators10 records

Recent moves6 records

Expansion highlights6 records

Broad incumbents

• Tokyo Electron (TEL): Major Japanese semiconductor equipment manufacturer offering coater/developer, etch, deposition, and cleaning systems. Overlaps with KLA in deposition and etch via its SPTS subsidiary, and serves the same fab customers globally.
• Lam Research: Leading supplier of plasma etch and deposition equipment for semiconductor manufacturing. Competes with KLA in adjacent process equipment categories and shares the same memory and logic customer base.
• SCREEN Holdings: Japanese semiconductor equipment manufacturer offering cleaning, coating, and surface preparation systems. Adjacent peer that serves the same fab customers and increasingly competes in process control workflows.
• Applied Materials: Largest semiconductor equipment manufacturer globally, offering deposition, etch, inspection, and metrology tools. Directly competes with KLA in process control while also serving adjacent fab equipment segments, making it the broadest incumbent peer.
• ASML Holding: Monopoly supplier of EUV lithography systems critical to advanced semiconductor nodes. While not a direct process control competitor, ASML operates in the same semiconductor capital equipment ecosystem and shares the same leading-edge customer base as KLA.

Direct peers

• Hitachi High-Tech: Direct competitor in semiconductor metrology and inspection, particularly in CD-SEM and defect review systems. Hitachi High-Tech's process control offerings overlap with KLA's core product portfolio across fab customers.
• Lasertec Corporation: Specialized in photomask and EUV mask inspection systems, competing directly with KLA's reticle inspection portfolio (Teron series). Highly relevant for advanced node mask qualification.
• Nova Measuring Instruments: Israeli-based provider of optical metrology and process control solutions for semiconductor manufacturing. Competes with KLA's metrology offerings (SpectraShape, Archer) in the same fab customer segment.
• Onto Innovation: U.S.-based process control company formed from the merger of Nanometrics and Rudolph Technologies. Competes with KLA in optical metrology, macro defect inspection, and advanced packaging inspection.

Emerging players

• Camtek: Israeli company specializing in inspection and metrology for advanced packaging and compound semiconductors. Emerging competitor in the advanced packaging segment where KLA is also expanding via CIRCL-AP.

Market position

Strengths5 records

Weaknesses4 records

Competitive moat6 records

Key risks5 records

Key highlights6 records

Customer concentration

• YouTubeyoutube.com/kla
• LinkedInlinkedin.com/company/kla-tencor
• Xx.com/klacorp

Revenue estimate

Valuation estimate

Number of profiles

Profiles10 records

Subsidiaries2 records

Funding overview

Funding rounds2 records

Investors1 record

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A18 records

Investments5 records

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about KLA