KLA Corporation
KLACsupplierKLA 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.
製品と売上
製品別売上シェア
売上内訳 ($11.4B)
静的データ（リアルタイム財務ロード中…）
セグメント構成と主要顧客
製品詳細
Broadband plasma and e-beam defect inspection systems
Overlay, CD-SEM, and scatterometry for lithography control
Mask and reticle defect detection for EUV and DUV
Inspection systems for printed circuit boards and flat panels
Maintenance contracts, upgrades, and data analytics
サプライチェーン関係
主要顧客
マクロ・市場概況
WFE(반도체 장비) 업사이클 + AI HBM 슈퍼사이클 진입
TSMC 가동률
HBM 수요 성장
WFE 시장 규모
리드타임 (장비)
次の主要イベント
サプライチェーン問題
N2/N2P 공정 결함 검사 솔루션 수주 집중. 경쟁사 대비 기술 격차로 고객 대체 어려워 ASP 프리미엄 유지.
機関投資家シグナル
| 機関 | アクション | 価値 | 四半期 | 申告日 |
|---|---|---|---|---|
| BlackRock | accumulating | $228M | 2024.06 | 2024-08-13↑ |
| BlackRock | reducing | $104M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $88M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $6M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $17M | 2024.06 | 2024-08-13↓ |
| BlackRock | accumulating | $335M | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $173M | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $4.1B | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $2.5B | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $138M | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $196M | 2024.06 | 2024-08-13↑ |
| BlackRock | reducing | $102M | 2024.06 | 2024-08-13↓ |
| BlackRock | accumulating | $264M | 2024.06 | 2024-08-13↑ |
| BlackRock | reducing | $278K | 2024.06 | 2024-08-13↓ |
| BlackRock | accumulating | $1.0B | 2024.06 | 2024-08-13↑ |
| BlackRock | reducing | $26M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $34M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $87M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $21M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $5M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $180K | 2024.06 | 2024-08-13↓ |
| BlackRock | accumulating | $147M | 2024.06 | 2024-08-13↑ |
| Vanguard Group | accumulating | $15.3B | 2025.12 | 2026-01-29↑ |
| Vanguard Group | accumulating | $349M | 2025.12 | 2026-01-29↑ |
| Vanguard Group | accumulating | $309K | 2025.12 | 2026-01-29↑ |
| Vanguard Group | accumulating | $918M | 2025.12 | 2026-01-29↑ |
| Vanguard Group | accumulating | $76M | 2025.12 | 2026-01-29↑ |
| Vanguard Group | accumulating | $260M | 2025.12 | 2026-01-29↑ |
| State Street | accumulating | $7.6B | 2025.12 | 2026-02-13↑ |
| Wellington Management | accumulating | $479M | 2025.12 | 2026-02-17↑ |
| Wellington Management | accumulating | $18M | 2025.12 | 2026-02-17↑ |
| Wellington Management | accumulating | $17M | 2025.12 | 2026-02-17↑ |
| Wellington Management | reducing | $4M | 2025.12 | 2026-02-17↓ |
| Wellington Management | reducing | $1M | 2025.12 | 2026-02-17↓ |
| Wellington Management | reducing | $4M | 2025.12 | 2026-02-17↓ |
| Wellington Management | reducing | $10M | 2025.12 | 2026-02-17↓ |
| FMR (Fidelity) | accumulating | $1.8B | 2025.12 | 2026-02-17↑ |
| FMR (Fidelity) | accumulating | $470M | 2025.12 | 2026-02-17↑ |
| FMR (Fidelity) | accumulating | $791M | 2025.12 | 2026-02-17↑ |
| FMR (Fidelity) | accumulating | $10M | 2025.12 | 2026-02-17↑ |
機関保有状況
13F基準 · Q4 2025| 機関 | 変化 | 保有比率 | 前四半期 | 保有株数 | 評価額 | SEC |
|---|---|---|---|---|---|---|
| Vanguard | 維持 | 2.90% | — | 5.9M株 | $2,100M | 13F |
| Artisan Partners | 増加 | 1.20% | — | 2.5M株 | $880M | 13F |
| T. Rowe Price | 増加 | 0.83% | — | 1.7M株 | $600M | 13F |
| Millennium | 増加 | 0.39% | — | 0.8M株 | $280M | 13F |
最新ニュース
AI分析
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企業情報
ニュースギャップスコア
機関活動
78
メディアスコア
25
カスケードポジション
カスケード内の役割
late mover
典型的な遅延
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.
完全なカスケードを見るセクター概況 — 반도체
セクターニュースWFE(반도체 장비) 업사이클 + AI HBM 슈퍼사이클 진입
TSMC 가동률
HBM 수요 성장
WFE 시장 규모
리드타임 (장비)
主要テーマ
- •AI 가속기(H100/B200) 수요 공급 불균형 지속
- •Gate-All-Around 공정 전환 → 장비 교체 사이클
- •HBM3e/HBM4 양산 경쟁 — SK하이닉스·마이크론·삼성
次の主要イベント
- ◆TSMC Q2 실적 (2026.04.17)
- ◆NVIDIA GB300 양산 착수 발표