KLA Corporation
KLACQ4 2022(KLAC Q1 FY2023)Estimated5% AI
AI Revenue %
5%
AI Fair Value
$4.2B
AI Revenue (Q)
$121.6M
Total Revenue (Q)
$2.4B
Source: SEC EDGAR 10-K Filing
View 10-K on SEC.govAnalysis
KLA does not report AI-specific revenue. KLA makes wafer inspection and metrology equipment for the entire semiconductor industry, including logic, DRAM, 3D NAND, power devices, MEMS, and legacy nodes. AI-driven demand comes from advanced logic (5nm and below for AI accelerators like NVIDIA A100/H100) and early HBM memory. In the Jul-Sep 2022 quarter, AI GPU demand was growing but AI capex was still a small fraction of total WFE spending (industry consensus ~5-8% of WFE). KLA has above-average leading-edge exposure due to inspection complexity scaling at advanced nodes, but its equipment serves ALL chip types. Conservative estimate: ~5% of $2,724M total revenue = ~$136M attributable to AI chip manufacturing demand. No filing disclosure supports a specific figure.
Analyzed by claude-opus-4-6
Quoted Figures
Total revenues $2,724,424 thousand (Product $2,195,609; Service $528,815)
Condensed Consolidated Statements of Operations, 10-Q Sep 2022
For IC manufacturing, our systems support production of all chip types including advanced logic, DRAM, 3D NAND, power devices, MEMS, legacy design node chips and more.
Item 1, 10-K FY2022
AI-Enabled Items (Ring 2 — Not Counted)
These items use AI but are not counted in the AI revenue estimate because they primarily serve non-AI functions.
39xx Series wafer inspection29xx Series wafer inspectionSpectraShape metrologySpectraFilm metrologyArcher overlay metrology
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix