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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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Ürünler ve Gelir

Ürün Gelir Payı

Gelir Dağılımı ($11.4B)

Statik veri (canlı finansal yükleniyor…)

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

Segment yapısı ve temel müşteriler

Ürün ayrıntıları

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

Tedarik Zinciri İlişkileri

Kilit Müşteriler

Taiwan Semiconductor Manufacturing Company

Wafer and reticle inspection

Etki: $3B+ — largest customer

Samsung Electronics

Process control equipment

Etki: $2B+

SK Hynix

Inspection and metrology

Etki: $1B+

Micron Technology

Defect inspection

Etki: $800M+

Rakipler

Applied Materials

Metrology overlap

Etki: Competitor in e-beam review

Makro ve piyasa bağlamı

반도체Sektör haberleri

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

Yaklaşan katalizörler

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

Tedarik zinciri sorunları

↑ 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.

Kurumsal Sinyaller

KurumEylemDeğerÇeyrekDosyalama tarihi
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↑

Kurumsal Sahiplik

13F bazlı · Q4 2025
KurumDeğişimSahiplik %Önceki ÇeyrekHisselerDeğerSEC
VanguardKorundu2.90%—5.9M hisse$2,100M13F
Artisan PartnersArtırıldı1.20%—2.5M hisse$880M13F
T. Rowe PriceArtırıldı0.83%—1.7M hisse$600M13F
MillenniumArtırıldı0.39%—0.8M hisse$280M13F
Toplam takip edilen sahiplik: 5.32%Toplam değer: $3,860MSEC EDGAR 13F-HR bazlı · 45 günlük raporlama gecikmesi

Son haberler

Haberler yükleniyor...

AI Analizi

KLA Corporation için AI tedarik zinciri analizi almak için "AI Analizi Al"ı tıklayın.

Şirket Bilgisi

Merkez

Milpitas, California, USA

Kuruluş

1975

Çalışanlar

15,500+

Web Sitesi

kla.com

Haber Boşluğu Puanı

Boşluk Puanı75
Düşük BoşlukYüksek Boşluk

Kurumsal Aktivite

78

Medya Puanı

25

Kaskad Pozisyonu

Kaskaddaki Rol

late mover

Tipik Gecikme

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.

Tam Kaskadı Gör

Sektör genel bakışı — 반도체

Sektör haberleri

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

Temel temalar

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

Yaklaşan katalizörler

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