KLA Corporation
KLACQ1 2025(KLAC Q2 FY2025)Estimated11% AI
AI Revenue %
11%
AI Fair Value
$12.6B
AI Revenue (Q)
$537.2M
Total Revenue (Q)
$4.9B
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
KLA does not disclose AI-specific revenue. In the Oct-Dec 2024 quarter, total revenue was $3,077M, up 23.7% year-over-year. Strong growth was broad-based but disproportionately driven by advanced logic and HBM demand tied to AI. Product revenue grew from $1,922M to $2,409M (+25%). Geographic mix showed continued strong Taiwan shipments ($881M, 28.6% of revenue), which is heavily correlated with TSMC leading-edge production for AI chips. However, China was the largest geography at $1,093M (35.5%), which includes both AI and non-AI demand. Conservative estimate: ~11% of $3,077M = ~$338M attributable to AI chip manufacturing demand.
Analyzed by claude-opus-4-6
Quoted Figures
Total revenues $3,076,851 thousand (Product $2,409,462; Service $667,389) for three months ended December 31, 2024
Condensed Consolidated Statements of Operations, 10-Q Dec 2024
Taiwan $881,211 thousand (28.6% of total revenues) for three months ended December 31, 2024
Note 16 Segment Reporting, 10-Q Dec 2024
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 inspectionSpectraShape metrologyArcher overlay metrologyAxion metrology
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix