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.
产品与营收
产品营收占比
营收构成 ($11.4B)
静态数据（加载实时财务…）
业务板块构成与主要客户
产品详情
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
供应链关系
主要客户
宏观与市场背景
WFE(반도체 장비) 업사이클 + AI HBM 슈퍼사이클 진입
TSMC 가동률
HBM 수요 성장
WFE 시장 규모
리드타임 (장비)
近期催化剂
供应链问题
N2/N2P 공정 결함 검사 솔루션 수주 집중. 경쟁사 대비 기술 격차로 고객 대체 어려워 ASP 프리미엄 유지.
机构信号
| 机构 | 操作 | 价值 | 季度 | 申报日期 |
|---|---|---|---|---|
| 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↑ |
机构持股情况
13F基准 · Q4 2025| 机构 | 变动 | 持股比例 | 上季度 | 持股数 | 市值 | SEC |
|---|---|---|---|---|---|---|
| Vanguard | 维持 | 2.90% | — | 5.9M股 | $2,100M | 13F |
| Artisan Partners | 增持 | 1.20% | — | 2.5M股 | $880M | 13F |
| T. Rowe Price | 增持 | 0.83% | — | 1.7M股 | $600M | 13F |
| Millennium | 增持 | 0.39% | — | 0.8M股 | $280M | 13F |
最新新闻
AI 分析
点击「获取 AI 分析」以获得 KLA Corporation 的 AI 供应链分析。
企业信息
新闻盲区评分
机构活动
78
媒体评分
25
连锁位置
连锁中的角色
late mover
典型延迟
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.
查看完整连锁分析行业概况 — 반도체
行业新闻WFE(반도체 장비) 업사이클 + AI HBM 슈퍼사이클 진입
TSMC 가동률
HBM 수요 성장
WFE 시장 규모
리드타임 (장비)
核心主题
- •AI 가속기(H100/B200) 수요 공급 불균형 지속
- •Gate-All-Around 공정 전환 → 장비 교체 사이클
- •HBM3e/HBM4 양산 경쟁 — SK하이닉스·마이크론·삼성
近期催化剂
- ◆TSMC Q2 실적 (2026.04.17)
- ◆NVIDIA GB300 양산 착수 발표