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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 $269.16
1D change +3.70%
Market cap $351.60B
Sector Technology

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Metric KLAC
Price $269.16
1D Change +3.70%
Market Cap $351.60B
Enterprise Value $352.78B
Trailing P/E 76.2
Forward P/E 53.2
PEG Ratio 2.68x
Price / Sales 26.8
EV / Revenue 26.9
Revenue Growth 11.5%
Earnings Growth 11.8%
Gross Margin 61.4%
Operating Margin 41.2%
Net Margin 35.7%
ROE 95.0%
Free Cash Flow $2.89B
FCF Margin 22.1%
Debt / Equity 1.05x
Current Ratio 3.03x
Dividend Yield 34.00%
Next Earnings Jul 30, 2026
Quarterly Revenue $3.42B
Revenue QoQ +3.6%
Quarterly Net Income $1.20B
Net Income QoQ +4.8%

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.