{"slug":"kla","name":"KLA","name_en":"KLA","ticker":"KLAC","updated_at":"2026-06-20T16:08:50.143614+00:00","canonical":"https://valuechain.wiki/kla","kicker":"검사·계측 (공정 제어)","kicker_en":"Inspection & metrology (process control)","lead":"공정 제어(결함 검사·계측) 1위로 점유율 50% 이상. FY2025(2025년 6월 종료) 매출 $12.2B. TSMC·삼성·인텔·SK하이닉스 등 선단 파운드리·로직·메모리 fab에 검사·계측 장비를 공급한다. 최대 고객이 매출의 12~14%.","lead_en":"The leader in process control (defect inspection and metrology) with over 50% share. FY2025 (ended June 2025) revenue $12.2B. Supplies inspection and metrology tools to leading-edge foundry, logic and memory fabs such as TSMC, Samsung, Intel and SK hynix. Largest customer is 12-14% of revenue.","segments":{"fy":2025,"parts":[{"desc":"검사·계측(매출 대부분)","name":"반도체 공정제어"},{"desc":"기타","name":"특수반도체·PCB"}],"total":"FY2025 매출 $12.2B","source":"https://www.sec.gov/Archives/edgar/data/0000319201/000031920125000024/klac-20250630.htm","concentration":"공정제어 점유율 50%+. 최대고객 12~14%. 고객 TSMC·삼성·인텔·SK."},"segments_en":{"parts":[{"desc":"Inspection & metrology (most of revenue)","name":"Semiconductor Process Control"},{"desc":"Other","name":"Specialty Semiconductor & PCB"}],"total":"FY2025 revenue $12.2B","concentration":"Over 50% process-control share. Largest customer 12-14%. Customers: TSMC, Samsung, Intel, SK hynix."},"edges":[{"direction":"revenue","counterparty":"TSMC","counterparty_slug":"tsmc","confidence":"high","metric":{"type":"revenue_concentration","unit":"pct","basis":"최대고객 12~14%(익명, TSMC 추정)","value":13,"period":"FY2025","basis_en":"largest customer 12-14% (unnamed, likely TSMC)","qualifier":"estimate"},"note":"검사·계측 장비를 TSMC fab에 공급.","note_en":"Supplies inspection/metrology tools to TSMC's fabs.","sources":[{"stance":"mentions","publisher":"미국 증권거래위원회(SEC EDGAR)","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2025-08-08","url":"https://www.sec.gov/Archives/edgar/data/0000319201/000031920125000024/klac-20250630.htm","title":"KLA FY2025 Form 10-K","title_en":"KLA FY2025 Form 10-K","excerpt":"10-K: 최대고객 12~14%.","excerpt_en":"10-K: largest customer 12-14%."},{"stance":"confirms","publisher":"KIPOST","publisher_en":"KIPOST","kind":"news","lang":"ko","published_at":null,"url":"https://www.kipost.net/news/articleView.html?idxno=201410","title":"KLA, EUV 공정용 결함 검사 장비 발표 (인텔·삼성·SK 공급)","title_en":"KLA unveils EUV defect-inspection tools (supplies Intel, Samsung, SK)","excerpt":"KLA가 인텔·삼성·SK에 검사장비 공급.","excerpt_en":"KLA supplies inspection tools to Intel, Samsung and SK."},{"stance":"confirms","publisher":"블록미디어","publisher_en":"Blockmedia","kind":"news","lang":"ko","published_at":null,"url":"https://www.blockmedia.co.kr/archives/888968","title":"KLA, 반도체 검사 장비 높은 점유율로 성장 전망","title_en":"KLA poised to grow on high share of chip inspection equipment","excerpt":"KLA가 공정제어 점유율 50%+로 성장.","excerpt_en":"KLA grows on 50%+ process-control share."}]},{"direction":"revenue","counterparty":"삼성전자","counterparty_slug":"samsung-electronics","confidence":"high","metric":null,"note":"검사·계측 장비를 Samsung Electronics fab에 공급.","note_en":"Supplies inspection/metrology tools to Samsung Electronics's fabs.","sources":[{"stance":"confirms","publisher":"KIPOST","publisher_en":"KIPOST","kind":"news","lang":"ko","published_at":null,"url":"https://www.kipost.net/news/articleView.html?idxno=201410","title":"KLA, EUV 공정용 결함 검사 장비 발표 (인텔·삼성·SK 공급)","title_en":"KLA unveils EUV defect-inspection tools (supplies Intel, Samsung, SK)","excerpt":"KLA가 인텔·삼성·SK에 검사장비 공급.","excerpt_en":"KLA supplies inspection tools to Intel, Samsung and SK."},{"stance":"confirms","publisher":"블록미디어","publisher_en":"Blockmedia","kind":"news","lang":"ko","published_at":null,"url":"https://www.blockmedia.co.kr/archives/888968","title":"KLA, 반도체 검사 장비 높은 점유율로 성장 전망","title_en":"KLA poised to grow on high share of chip inspection equipment","excerpt":"KLA가 공정제어 점유율 50%+로 성장.","excerpt_en":"KLA grows on 50%+ process-control share."}]},{"direction":"revenue","counterparty":"SK하이닉스","counterparty_slug":"sk-hynix","confidence":"mid","metric":null,"note":"검사·계측 장비를 SK hynix fab에 공급.","note_en":"Supplies inspection/metrology tools to SK hynix's fabs.","sources":[{"stance":"confirms","publisher":"블록미디어","publisher_en":"Blockmedia","kind":"news","lang":"ko","published_at":null,"url":"https://www.blockmedia.co.kr/archives/888968","title":"KLA, 반도체 검사 장비 높은 점유율로 성장 전망","title_en":"KLA poised to grow on high share of chip inspection equipment","excerpt":"KLA가 공정제어 점유율 50%+로 성장.","excerpt_en":"KLA grows on 50%+ process-control share."},{"stance":"confirms","publisher":"KIPOST","publisher_en":"KIPOST","kind":"news","lang":"ko","published_at":null,"url":"https://www.kipost.net/news/articleView.html?idxno=201410","title":"KLA, EUV 공정용 결함 검사 장비 발표 (인텔·삼성·SK 공급)","title_en":"KLA unveils EUV defect-inspection tools (supplies Intel, Samsung, SK)","excerpt":"KLA가 인텔·삼성·SK에 검사장비 공급.","excerpt_en":"KLA supplies inspection tools to Intel, Samsung and SK."}]},{"direction":"revenue","counterparty":"Intel","counterparty_slug":"intel","confidence":"mid","metric":null,"note":"검사·계측 장비를 Intel fab에 공급.","note_en":"Supplies inspection/metrology tools to Intel's fabs.","sources":[{"stance":"confirms","publisher":"블록미디어","publisher_en":"Blockmedia","kind":"news","lang":"ko","published_at":null,"url":"https://www.blockmedia.co.kr/archives/888968","title":"KLA, 반도체 검사 장비 높은 점유율로 성장 전망","title_en":"KLA poised to grow on high share of chip inspection equipment","excerpt":"KLA가 공정제어 점유율 50%+로 성장.","excerpt_en":"KLA grows on 50%+ process-control share."},{"stance":"confirms","publisher":"KIPOST","publisher_en":"KIPOST","kind":"news","lang":"ko","published_at":null,"url":"https://www.kipost.net/news/articleView.html?idxno=201410","title":"KLA, EUV 공정용 결함 검사 장비 발표 (인텔·삼성·SK 공급)","title_en":"KLA unveils EUV defect-inspection tools (supplies Intel, Samsung, SK)","excerpt":"KLA가 인텔·삼성·SK에 검사장비 공급.","excerpt_en":"KLA supplies inspection tools to Intel, Samsung and SK."}]},{"direction":"revenue","counterparty":"글로벌파운드리","counterparty_slug":"globalfoundries","confidence":"mid","metric":null,"note":"글로벌파운드리 fab에 전공정 장비 공급.","note_en":"Supplies wafer-fab tools to GlobalFoundries.","sources":[{"stance":"mentions","publisher":"미국 증권거래위원회(SEC EDGAR)","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2026-02-27","url":"https://www.sec.gov/Archives/edgar/data/0001709048/000170904826000022/gfs-20251231.htm","title":"GlobalFoundries FY2025 Form 20-F","title_en":"GlobalFoundries FY2025 Form 20-F","excerpt":"글로벌파운드리가 장비를 매입하는 주요 공급사.","excerpt_en":"A key equipment supplier to GlobalFoundries."}]},{"direction":"revenue","counterparty":"UMC","counterparty_slug":"umc","confidence":"mid","metric":null,"note":"UMC 성숙·특화 fab에 전공정 장비 공급.","note_en":"Supplies wafer-fab tools to UMC.","sources":[{"stance":"mentions","publisher":"미국 증권거래위원회(SEC EDGAR)","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2026-01-28","url":"https://www.sec.gov/Archives/edgar/data/0001033767/000119312526025557/umc-ex99_1.htm","title":"UMC FY2025 실적 (6-K)","title_en":"UMC FY2025 results (6-K)","excerpt":"UMC가 장비를 매입하는 주요 고객.","excerpt_en":"UMC is a customer buying its equipment."}]},{"direction":"cost","counterparty":"정밀 소재·부품 (비공개)","counterparty_slug":null,"confidence":"low","metric":{"type":"qualifier","value":null,"qualifier":"confirmed_no_disclosed_value"},"note":"특수 소재·부품 매입(비공개).","note_en":"Buys specialty materials and parts (undisclosed).","sources":[{"stance":"mentions","publisher":"미국 증권거래위원회(SEC EDGAR)","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2025-08-08","url":"https://www.sec.gov/Archives/edgar/data/0000319201/000031920125000024/klac-20250630.htm","title":"KLA FY2025 Form 10-K","title_en":"KLA FY2025 Form 10-K","excerpt":"10-K: 특수 부품 의존.","excerpt_en":"10-K: depends on specialty parts."}]},{"direction":"cost","counterparty":"부품·광학 모듈 공급사 (비공개)","counterparty_slug":null,"confidence":"low","metric":{"type":"qualifier","value":null,"qualifier":"confirmed_no_disclosed_value"},"note":"검사·계측 장비용 정밀 광학·부품 외주(비공개).","note_en":"Outsources precision optics and parts for inspection/metrology tools (undisclosed).","sources":[{"stance":"mentions","publisher":"미국 증권거래위원회(SEC EDGAR)","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2025-08-08","url":"https://www.sec.gov/Archives/edgar/data/0000319201/000031920125000024/klac-20250630.htm","title":"KLA FY2025 Form 10-K","title_en":"KLA FY2025 Form 10-K","excerpt":"10-K: 다수 공급사 의존.","excerpt_en":"10-K: relies on many suppliers."}]}]}