KLA Corporation
KLACQ1 2023(KLAC Q2 FY2023)Estimated5% AI
AI Revenue %
5%
AI Fair Value
$4.6B
AI Revenue (Q)
$121.6M
Total Revenue (Q)
$2.4B
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
KLA does not disclose AI-specific revenue. In the Oct-Dec 2022 quarter, total revenue was $2,984M. AI chip manufacturing was still a relatively small share of overall semiconductor capex. The filing contains no mention of AI-specific demand drivers. KLA's equipment serves all chip types across the industry. Conservative estimate: ~5% of $2,984M = ~$149M attributable to AI chip production demand. This reflects continued modest AI capex in the overall WFE market during this period.
Analyzed by claude-opus-4-6
Quoted Figures
Total revenues $2,983,887 thousand (Product $2,463,408; Service $520,479) for three months ended December 31, 2022
Condensed Consolidated Statements of Operations, 10-Q Dec 2022
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 metrologyArcher overlay metrology
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix