KLA Corporation
KLACQ2 2023(KLAC Q3 FY2023)Estimated5% AI
AI Revenue %
5%
AI Fair Value
$4.7B
AI Revenue (Q)
$119.8M
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 Jan-Mar 2023 quarter, total revenue was $2,433M, declining from the prior quarter due to semiconductor cycle softening. While ChatGPT had launched in Nov 2022, AI chip capex increases had not yet materially flowed through to equipment orders. KLA's filings make no reference to AI-driven demand. Conservative estimate: ~5% of $2,433M = ~$122M attributable to AI chip manufacturing demand.
Analyzed by claude-opus-4-6
Quoted Figures
Total revenues $2,432,608 thousand (Product $1,903,484; Service $529,124) for three months ended March 31, 2023
Condensed Consolidated Statements of Operations, 10-Q Mar 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