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.
產品與營收
產品營收佔比
營收結構 ($11.4B)
靜態數據（加載即時財務…）
業務部門構成與主要客戶
產品詳情
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
供應鏈關係
主要客戶
宏觀與市場背景
WFE(반도체 장비) 업사이클 + AI HBM 슈퍼사이클 진입
TSMC 가동률
HBM 수요 성장
WFE 시장 규모
리드타임 (장비)
近期催化劑
供應鏈問題
N2/N2P 공정 결함 검사 솔루션 수주 집중. 경쟁사 대비 기술 격차로 고객 대체 어려워 ASP 프리미엄 유지.
機構訊號
| 機構 | 操作 | 價值 | 季度 | 申報日期 |
|---|---|---|---|---|
| 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↑ |
機構持股狀況
13F基準 · Q4 2025| 機構 | 變動 | 持股比例 | 上季度 | 持股數 | 市值 | SEC |
|---|---|---|---|---|---|---|
| Vanguard | 維持 | 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 |
最新新聞
AI 分析
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企業資訊
新聞盲區評分
機構活動
78
媒體評分
25
連鎖位置
連鎖中的角色
late mover
典型延遲
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.
檢視完整連鎖分析行業概況 — 반도체
行業新聞WFE(반도체 장비) 업사이클 + AI HBM 슈퍼사이클 진입
TSMC 가동률
HBM 수요 성장
WFE 시장 규모
리드타임 (장비)
核心主題
- •AI 가속기(H100/B200) 수요 공급 불균형 지속
- •Gate-All-Around 공정 전환 → 장비 교체 사이클
- •HBM3e/HBM4 양산 경쟁 — SK하이닉스·마이크론·삼성
近期催化劑
- ◆TSMC Q2 실적 (2026.04.17)
- ◆NVIDIA GB300 양산 착수 발표