Inspection & metrology (process control)

KLA

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.

KLAC Updated Jun 20, 2026 1 AI consumers

Money in ▸TSMC●Customer concentration 13%Samsung Electronics●SK hynix◐Intel◐GlobalFoundries◐United Microelectronics (UMC)◐
KLAFY2025 revenue $12.2B
▸ Money out정밀 소재·부품 (비공개)○부품·광학 모듈 공급사 (비공개)○

Financials & Segments

  • Total revenue · FY2025 revenue $12.2B
  • Customer concentration · Over 50% process-control share. Largest customer 12-14%. Customers: TSMC, Samsung, Intel, SK hynix.
  • Segments · Semiconductor Process Control · Specialty Semiconductor & PCB

Revenue from

  • TSMC High confidence· Customer concentration 13% (est.) · FY2025 · largest customer 12-14% (unnamed, likely TSMC)
    Supplies inspection/metrology tools to TSMC's fabs.
    Mentions EN SEC EDGAR Published Aug 8, 2025: "10-K: largest customer 12-14%."
    Confirms KO KIPOST Accessed Jun 20, 2026: "KLA supplies inspection tools to Intel, Samsung and SK."
    Confirms KO Blockmedia Accessed Jun 20, 2026: "KLA grows on 50%+ process-control share."
  • Samsung Electronics High confidence
    Supplies inspection/metrology tools to Samsung Electronics's fabs.
    Confirms KO KIPOST Accessed Jun 20, 2026: "KLA supplies inspection tools to Intel, Samsung and SK."
    Confirms KO Blockmedia Accessed Jun 20, 2026: "KLA grows on 50%+ process-control share."
  • SK hynix Medium confidence
    Supplies inspection/metrology tools to SK hynix's fabs.
    Confirms KO Blockmedia Accessed Jun 20, 2026: "KLA grows on 50%+ process-control share."
    Confirms KO KIPOST Accessed Jun 20, 2026: "KLA supplies inspection tools to Intel, Samsung and SK."
  • Intel Medium confidence
    Supplies inspection/metrology tools to Intel's fabs.
    Confirms KO Blockmedia Accessed Jun 20, 2026: "KLA grows on 50%+ process-control share."
    Confirms KO KIPOST Accessed Jun 20, 2026: "KLA supplies inspection tools to Intel, Samsung and SK."
  • GlobalFoundries Medium confidence
    Supplies wafer-fab tools to GlobalFoundries.
    Mentions EN SEC EDGAR Published Feb 27, 2026: "A key equipment supplier to GlobalFoundries."
  • United Microelectronics (UMC) Medium confidence
    Supplies wafer-fab tools to UMC.
    Mentions EN SEC EDGAR Published Jan 28, 2026: "UMC is a customer buying its equipment."

Pays to

  • 정밀 소재·부품 (비공개) Low confidence
    Buys specialty materials and parts (undisclosed).
    Mentions EN SEC EDGAR Published Aug 8, 2025: "10-K: depends on specialty parts."
  • 부품·광학 모듈 공급사 (비공개) Low confidence
    Outsources precision optics and parts for inspection/metrology tools (undisclosed).
    Mentions EN SEC EDGAR Published Aug 8, 2025: "10-K: relies on many suppliers."

Value-chain ripple (tiers 2–3)

Following node-to-node links up to 3 tiers; each firm is shown once, at its nearest tier.

Leading firms (revenue chain)

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