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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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उत्पाद और राजस्व

उत्पाद राजस्व हिस्सा

राजस्व विवरण ($11.4B)

स्थैतिक डेटा (लाइव वित्तीय लोड हो रहे हैं…)

Semiconductor Process Control (82%)
Specialty Semiconductor Process (8%)
PCB, Display & Component Inspection (5%)
Services (5%)

सेगमेंट संरचना और प्रमुख ग्राहक

उत्पाद विवरण

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

आपूर्ति श्रृंखला संबंध

प्रमुख ग्राहक

Taiwan Semiconductor Manufacturing Company

Wafer and reticle inspection

प्रभाव: $3B+ — largest customer

Samsung Electronics

Process control equipment

प्रभाव: $2B+

SK Hynix

Inspection and metrology

प्रभाव: $1B+

Micron Technology

Defect inspection

प्रभाव: $800M+

प्रतिस्पर्धी

Applied Materials

Metrology overlap

प्रभाव: Competitor in e-beam review

व्यापक एवं बाजार संदर्भ

반도체क्षेत्र समाचार

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

आगामी उत्प्रेरक

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

आपूर्ति श्रृंखला समस्याएं

↑ 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.

संस्थागत संकेत

संस्थाकार्रवाईमूल्यतिमाहीफाइलिंग तिथि
BlackRockaccumulating$228M2024.062024-08-13↑
BlackRockreducing$104M2024.062024-08-13↓
BlackRockreducing$88M2024.062024-08-13↓
BlackRockreducing$6M2024.062024-08-13↓
BlackRockreducing$17M2024.062024-08-13↓
BlackRockaccumulating$335M2024.062024-08-13↑
BlackRockaccumulating$173M2024.062024-08-13↑
BlackRockaccumulating$4.1B2024.062024-08-13↑
BlackRockaccumulating$2.5B2024.062024-08-13↑
BlackRockaccumulating$138M2024.062024-08-13↑
BlackRockaccumulating$196M2024.062024-08-13↑
BlackRockreducing$102M2024.062024-08-13↓
BlackRockaccumulating$264M2024.062024-08-13↑
BlackRockreducing$278K2024.062024-08-13↓
BlackRockaccumulating$1.0B2024.062024-08-13↑
BlackRockreducing$26M2024.062024-08-13↓
BlackRockreducing$34M2024.062024-08-13↓
BlackRockreducing$87M2024.062024-08-13↓
BlackRockreducing$21M2024.062024-08-13↓
BlackRockreducing$5M2024.062024-08-13↓
BlackRockreducing$180K2024.062024-08-13↓
BlackRockaccumulating$147M2024.062024-08-13↑
Vanguard Groupaccumulating$15.3B2025.122026-01-29↑
Vanguard Groupaccumulating$349M2025.122026-01-29↑
Vanguard Groupaccumulating$309K2025.122026-01-29↑
Vanguard Groupaccumulating$918M2025.122026-01-29↑
Vanguard Groupaccumulating$76M2025.122026-01-29↑
Vanguard Groupaccumulating$260M2025.122026-01-29↑
State Streetaccumulating$7.6B2025.122026-02-13↑
Wellington Managementaccumulating$479M2025.122026-02-17↑
Wellington Managementaccumulating$18M2025.122026-02-17↑
Wellington Managementaccumulating$17M2025.122026-02-17↑
Wellington Managementreducing$4M2025.122026-02-17↓
Wellington Managementreducing$1M2025.122026-02-17↓
Wellington Managementreducing$4M2025.122026-02-17↓
Wellington Managementreducing$10M2025.122026-02-17↓
FMR (Fidelity)accumulating$1.8B2025.122026-02-17↑
FMR (Fidelity)accumulating$470M2025.122026-02-17↑
FMR (Fidelity)accumulating$791M2025.122026-02-17↑
FMR (Fidelity)accumulating$10M2025.122026-02-17↑

संस्थागत स्वामित्व

13F आधार · Q4 2025
संस्थापरिवर्तनस्वामित्व %पिछली तिमाहीशेयरमूल्यSEC
Vanguardबनाए रखा2.90%—5.9M शेयर$2,100M13F
Artisan Partnersबढ़ाई गई1.20%—2.5M शेयर$880M13F
T. Rowe Priceबढ़ाई गई0.83%—1.7M शेयर$600M13F
Millenniumबढ़ाई गई0.39%—0.8M शेयर$280M13F
कुल ट्रैक स्वामित्व: 5.32%कुल मूल्य: $3,860MSEC EDGAR 13F-HR के आधार पर · 45-दिन की देरी

ताज़ा खबर

समाचार लोड हो रहा है...

AI विश्लेषण

KLA Corporation का AI आपूर्ति श्रृंखला विश्लेषण प्राप्त करने के लिए "AI विश्लेषण प्राप्त करें" पर क्लिक करें।

कंपनी जानकारी

मुख्यालय

Milpitas, California, USA

स्थापना

1975

कर्मचारी

15,500+

वेबसाइट

kla.com

न्यूज़ गैप स्कोर

गैप स्कोर75
कम गैपअधिक गैप

संस्थागत गतिविधि

78

मीडिया स्कोर

25

कैस्केड स्थिति

कैस्केड में भूमिका

late mover

सामान्य देरी

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.

पूरा कैस्केड देखें

क्षेत्र अवलोकन — 반도체

क्षेत्र समाचार

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

मुख्य विषय

  • •AI 가속기(H100/B200) 수요 공급 불균형 지속
  • •Gate-All-Around 공정 전환 → 장비 교체 사이클
  • •HBM3e/HBM4 양산 경쟁 — SK하이닉스·마이크론·삼성

आगामी उत्प्रेरक

  • ◆TSMC Q2 실적 (2026.04.17)
  • ◆NVIDIA GB300 양산 착수 발표