KLA Corporation
KLACQ1 2026(KLAC Q2 FY2026)Estimated14% AI
AI Revenue %
14%
AI Fair Value
$16.4B
AI Revenue (Q)
$828.6M
Total Revenue (Q)
$5.9B
Source: SEC EDGAR 10-Q Filing
Browse 10-Q filings on SEC.govAnalysis
KLA does not disclose AI-specific revenue. In the Oct-Dec 2025 quarter, total revenue was $3,297M, up 7.2% year-over-year. Semiconductor Process Control revenue was $3,005M. Revenue by product: Wafer Inspection $1,573M (48%), Patterning $696M (21%), Services $786M (24%). Taiwan was the largest individual geography at $845M (25.6%), surpassing China at $995M (30.2%). The Taiwan concentration continues to reflect TSMC advanced-node demand for AI chips. KLA's revenue growth was broad-based but leading-edge inspection and patterning tools for AI chip manufacturing remained a meaningful driver. Two customers accounted for 17% and 11% of revenue. Conservative estimate remains at ~14% of $3,297M = ~$462M, reflecting continued AI capex growth but moderated pace of share gains.
Analyzed by claude-opus-4-6
Quoted Figures
Total revenues $3,297,146 thousand; Semiconductor Process Control revenue $3,004,648 thousand
Note 16 Segment Reporting, 10-Q Dec 2025
Taiwan $844,987 (25.6%); China $994,891 (30.2%); Korea $479,314 (14.5%); North America $394,231 (12.0%)
Note 16 Segment Reporting, 10-Q Dec 2025
Wafer Inspection $1,572,782 (48%); Patterning $696,161 (21%); Services $786,053 (24%)
Note 16 Segment Reporting, 10-Q Dec 2025
In the three months ended December 31, 2025, two customers accounted for approximately 17% and 11% of total revenues each.
Note 16 Segment Reporting, 10-Q Dec 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