KLA Corporation
KLACQ2 2025(KLAC Q3 FY2025)Estimated12% AI
AI Revenue %
12%
AI Fair Value
$14.0B
AI Revenue (Q)
$869.2M
Total Revenue (Q)
$7.2B
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
KLA does not disclose AI-specific revenue. In the Jan-Mar 2025 quarter, total revenue was $3,063M, up 29.8% year-over-year. Product revenue grew to $2,394M from $1,769M. AI-driven semiconductor capex was continuing to accelerate, with NVIDIA Blackwell in full production, AMD MI300X shipping, and HBM3E capacity expanding. KLA's inspection and metrology tools are essential for the most advanced nodes where AI chips are manufactured. Industry estimates suggest AI-related WFE was approaching 20-25% of total spending. KLA's above-average leading-edge content and its role in HBM inspection support a higher estimate, but conservatively: ~12% of $3,063M = ~$368M.
Analyzed by claude-opus-4-6
Quoted Figures
Total revenues $3,063,029 thousand (Product $2,393,821; Service $669,208) for three months ended March 31, 2025
Condensed Consolidated Statements of Operations, 10-Q Mar 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 inspectionSpectraShape metrologyArcher overlay metrologyAxion metrology
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix