KLA Corporation
KLACQ1 2024(KLAC Q2 FY2024)Estimated8% AI
AI Revenue %
8%
AI Fair Value
$7.2B
AI Revenue (Q)
$188.8M
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 2023 quarter, total revenue was $2,487M. AI-related semiconductor capital expenditure was continuing to grow as a share of total WFE. Major fabs were increasing investment in leading-edge logic capacity (TSMC N3/N5) and HBM (SK Hynix, Samsung) for AI accelerators. KLA's inspection intensity per wafer increases at advanced nodes, giving it higher content per AI chip wafer than non-AI wafers. The filing still makes no specific AI revenue disclosures. Conservative estimate: ~8% of $2,487M = ~$199M.
Analyzed by claude-opus-4-6
Quoted Figures
Total revenues $2,486,726 thousand (Product $1,921,809; Service $564,917) for three months ended December 31, 2023
Condensed Consolidated Statements of Operations, 10-Q Dec 2023
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