KLA Corporation
KLACQ3 2025(KLAC Q4 FY2025)Estimated13% AI
AI Revenue %
13%
AI Fair Value
$15.2B
AI Revenue (Q)
$428.6M
Total Revenue (Q)
$3.3B
Source: SEC EDGAR 10-K Filing
View 10-K on SEC.govAnalysis
KLA does not disclose AI-specific revenue. The FY2025 10-K (ending June 2025) mentions 'Risks related to artificial intelligence (AI)' as a risk factor and lists AI among business drivers but provides no AI revenue quantification. From the 10-K, full-year FY2025 revenue was approximately $12,169M (using nine-month YTD of $8,981M from Q3, Q4 = ~$3,188M). AI-related WFE spending continued accelerating through mid-2025. KLA launched new products including eSi50 e-beam inspection and Castor inspection systems suited for advanced node inspection. The FY2025 10-K now provides granular segment reporting with Semiconductor Process Control (~90% of revenue) as the dominant segment. Conservative estimate: ~13% of ~$3,188M = ~$414M.
Analyzed by claude-opus-4-6
Quoted Figures
Risks related to artificial intelligence (AI)
Risk Factors, Item 1A, 10-K FY2025
Nine months ended March 31, 2025 total revenues $8,981,421 thousand
Condensed Consolidated Statements of Operations, 10-Q Mar 2025
Semiconductor Process Control segment offers a comprehensive portfolio of inspection, metrology and data analytics products, and related services
Note 18 Segment Reporting, 10-K FY2025
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