KLA Corporation
KLACQ4 2025(KLAC Q1 FY2026)Estimated14% AI
AI Revenue %
14%
AI Fair Value
$16.5B
AI Revenue (Q)
$397.8M
Total Revenue (Q)
$2.8B
Source: SEC EDGAR 10-Q Filing
Browse 10-Q filings on SEC.govAnalysis
KLA does not disclose AI-specific revenue. In the Jul-Sep 2025 quarter, total revenue was $3,210M, up 13% year-over-year. The new segment reporting shows Semiconductor Process Control at $2,899M (90.3% of revenue), Specialty Semiconductor Process at $120M, and PCB/Component Inspection at $189M. Revenue by product: Wafer Inspection $1,537M (48%), Patterning $667M (21%), Services $745M (23%). Taiwan was the second-largest geography at $794M (24.7%), reflecting continued strong TSMC advanced node demand for AI chips. Three customers accounted for 15%, 11%, and 10% of revenue. AI chip demand was driving a significant portion of leading-edge WFE, and KLA has outsize content at these nodes. Conservative estimate: ~14% of $3,210M = ~$449M.
Analyzed by claude-opus-4-6
Quoted Figures
Total revenues $3,209,696 thousand; Semiconductor Process Control revenue $2,899,392 thousand
Note 16 Segment Reporting, 10-Q Sep 2025
Taiwan $793,608 (24.7% of total revenues) for three months ended September 30, 2025
Note 16 Segment Reporting, 10-Q Sep 2025
Wafer Inspection $1,537,244 (48%); Patterning $667,427 (21%); Services $744,690 (23%)
Note 16 Segment Reporting, 10-Q Sep 2025
In the three months ended September 30, 2025, three customers accounted for approximately 15%, 11%, and 10% of total revenues each.
Note 16 Segment Reporting, 10-Q Sep 2025
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 inspectionC30x Series inspectioneSi50 e-beam inspectionCastor inspectionMicro-SR inspectionSpectraShape metrologyArcher overlay metrologyAxion metrology
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix