KLA Corporation
KLACQ2 2024(KLAC Q3 FY2024)Estimated8% AI
AI Revenue %
8%
AI Fair Value
$7.8B
AI Revenue (Q)
$227.3M
Total Revenue (Q)
$2.8B
Source: SEC EDGAR 10-K Filing
View 10-K on SEC.govAnalysis
KLA does not disclose AI-specific revenue. In the Jan-Mar 2024 quarter, total revenue was $2,360M, with product revenue declining modestly. The filing notes the company's decision to exit its Display business. KLA's core Semiconductor Process Control segment continues to serve all chip types. AI chip production was growing but KLA revenue remained relatively flat, suggesting AI-driven demand was offsetting weakness in other segments rather than driving net growth. Conservative estimate: ~8% of $2,360M = ~$189M.
Analyzed by claude-opus-4-6
Quoted Figures
Total revenues $2,359,830 thousand (Product $1,769,369; Service $590,461) for three months ended March 31, 2024
Condensed Consolidated Statements of Operations, 10-Q Mar 2024
In March 2024, we made the decision to exit our business of manufacturing flat and flexible panel displays
Item 1, 10-K FY2024
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