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Silicon Stack Data Center Fabric AI Software Power + Grid Robotics
KLAC Silicon, IP & Semicap

KLA

Metrology and inspection control

Detail page

Advanced AI chips have tiny process windows, making inspection and metrology more valuable.

Price $138.49
1D change +6.69%
Market cap $180.45B
Sector Technology

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Metric KLAC
Price $138.49
1D Change +6.69%
Market Cap $180.45B
Enterprise Value $181.70B
Trailing P/E 34.7
Forward P/E 19.5
PEG Ratio 1.25x
Price / Sales 12.4
EV / Revenue 12.5
Revenue Growth 28.9%
Earnings Growth 38.8%
Gross Margin 61.5%
Operating Margin 45.0%
Net Margin 36.2%
ROE 91.4%
Free Cash Flow $2.82B
FCF Margin 19.4%
Debt / Equity 0.92x
Current Ratio 2.76x
Dividend Yield 0.66%
Next Earnings Jan 28, 2027
Quarterly Revenue $4.14B
Revenue QoQ +13.1%
Quarterly Net Income $1.55B
Net Income QoQ +13.6%

KLAC thesis lens

Metrology and inspection control

Why it could benefit

  • Advanced AI chips have tiny process windows, making inspection and metrology more valuable.
  • Foundry, logic, and memory ramps all need process-control tools to improve yield.
  • Higher chip value makes yield learning economically critical.

Moat / edge

  • Dominant process-control franchise.
  • High-value tools embedded in customer yield workflows.
  • Service and software layers strengthen switching costs.

What to watch

  • Leading-edge foundry capex.
  • Reticle inspection and advanced packaging inspection demand.
  • Customer concentration and China exposure.

Key risks

  • Semicap order cycles can overwhelm structural AI demand.
  • Export controls can affect shipment mix.