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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 $188.32
1D change +3.94%
Market cap $246.05B
Sector Technology

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Metric KLAC
Price $188.32
1D Change +3.94%
Market Cap $246.05B
Enterprise Value $247.30B
Trailing P/E 50.2
Forward P/E 28.1
PEG Ratio 1.76x
Price / Sales 18.1
EV / Revenue 18.2
Revenue Growth 15.2%
Earnings Growth 13.8%
Gross Margin 61.3%
Operating Margin 42.5%
Net Margin 35.6%
ROE 87.5%
Free Cash Flow $2.62B
FCF Margin 19.3%
Debt / Equity 0.97x
Current Ratio 2.88x
Dividend Yield 0.49%
Next Earnings Oct 28, 2026
Quarterly Revenue $3.66B
Revenue QoQ +7.1%
Quarterly Net Income $1.36B
Net Income QoQ +13.5%

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.