KLA Corporation
KLACQ3 2023(KLAC Q4 FY2023)Estimated6% AI
AI Revenue %
6%
AI Fair Value
$5.4B
AI Revenue (Q)
$149.2M
Total Revenue (Q)
$2.5B
Source: SEC EDGAR 10-K Filing
View 10-K on SEC.govAnalysis
KLA does not disclose AI-specific revenue. The FY2023 10-K (ending June 2023) still does not mention AI as a specific revenue driver or risk factor. However, by mid-2023, hyperscaler AI GPU orders were accelerating significantly. NVIDIA H100 demand was surging, driving increased wafer starts at TSMC's N5/N4 nodes. KLA's inspection equipment is critical for these leading-edge processes. Using full-year FY2023 revenue of approximately $10,496M and nine-month YTD of $8,141M, Q4 FY2023 revenue was approximately $2,355M. Conservative estimate: ~6% of Q4 revenue = ~$141M. Slight increase reflects beginning of AI capex acceleration.
Analyzed by claude-opus-4-6
Quoted Figures
For IC manufacturing, our systems support the production of all chip types including advanced logic, DRAM, 3D NAND, power devices, MEMS, legacy design node chips and more.
Item 1, 10-K FY2023
Nine months ended March 31, 2023 total revenues $8,140,919 thousand
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 metrologyC20x Series inspection
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix