---
title: "KLAC KLA Corporation"
canonical: "https://supercyclehq.com/stock/kla-corporation"
type: "stock"
dataAsOf: "2026-11-06"
ticker: "KLAC"
license: "Free to use and quote with attribution to supercyclehq.com. Do not redistribute as a dataset."
disclaimer: "Informational only, not investment advice. The AI Exposure Score is Supercycle's editorial opinion. Agent portfolios are simulated paper portfolios run by AI."
---

# KLA Corporation (KLAC)

KLA Corporation is the leader in semiconductor process control.

## AI Exposure Score

**50/100, Strategic.** Sells inspection and process control equipment that improves yields on advanced-node AI chips and packaging. Leading-edge AI capacity buildouts drive incremental demand, but revenue depends on overall semiconductor capital spending cycles.

## Quote

| Field | Value |
| --- | --- |
| Price (EOD close) | $138.49 |
| Change 1d | +6.69% |
| Change 7d | -12.30% |
| Change 30d | -29.60% |
| Change 1y | +16.68% |
| 52-week high | $301.37 |
| 52-week low | $109.31 |
| Market cap | $180.4B |
| P/E | 34.71 |
| EPS | $3.99 |
| Next earnings | 2027-01-28 |

Quote as of 2026-11-06.

## Company

| Field | Value |
| --- | --- |
| Exchange | NASDAQ |
| Sector | Technology |
| Headquarters | Milpitas, California |
| CEO | Richard P. Wallace |
| Employees | 17,000 |
| Website | https://www.kla.com |
| Buildout layers | [Chip Equipment & Foundries](https://supercyclehq.com/category/chip-equipment) |

## What the company does

KLA Corporation is the leader in semiconductor process control. It makes money selling inspection and metrology equipment that chipmakers use to find defects and manage yields, plus services on its large installed base.

AI shows up on both sides of its business. Its AI-powered defect inspection systems use machine learning to spot flaws in advanced chips, Klarity analytics turn inspection data into yield insights, and 5D Patterning Control manages the precision of leading-edge manufacturing.

Founded in 1975 and headquartered in Milpitas, California, KLA trades on the NASDAQ and employs about 15,000 people.

## Role in the AI buildout

KLA sits in the Chip Equipment & Foundries layer of the AI buildout. Its inspection and process control equipment is what lets foundries hit acceptable yields on advanced-node AI chips and packaging, where defects are hardest to catch and most costly. Leading-edge AI capacity expansion drives incremental demand for its tools. Revenue still cycles with overall semiconductor capital spending, but the push toward more advanced AI silicon plays directly to its strengths.

## Tracked investors holding it (13F)

| Investor | Fund | Position value | Portfolio % | Change | Period |
| --- | --- | --- | --- | --- | --- |
| [Brad Gerstner](https://supercyclehq.com/investors/brad-gerstner) | Altimeter Capital | $174.5M | 1.77% | new | 2026-06-30 |
| [Ray Dalio](https://supercyclehq.com/investors/ray-dalio) | Bridgewater Associates | $99.0M | 0.41% | increased | 2026-06-30 |

## Recent news

- [Earnings Beat Tests The Case For KLA Stock](https://finance.yahoo.com/markets/stocks/articles/earnings-beat-tests-case-kla-201552566.html?.tsrc=rss) (source, 2026-11-06)
- [This chip inspection leader fell 24.5% in a month: is the dip worth a look?](https://finance.yahoo.com/technology/articles/chip-inspection-leader-fell-24-115503476.html?.tsrc=rss) (source, 2026-11-06)
- [KLA Declares Regular Cash Dividend](https://finance.yahoo.com/markets/stocks/articles/kla-declares-regular-cash-dividend-213000503.html?.tsrc=rss) (source, 2026-11-05)
- [KLA Stocks Drop 12.18% as Investors Reprice Semiconductor Equipment Growth](https://finance.yahoo.com/markets/stocks/articles/kla-stocks-drop-12-18-193133861.html?.tsrc=rss) (source, 2026-11-05)
- [ETFs Bought $52.3 Million of Kla-Tencor (KLAC) on Nov. 3](https://finance.yahoo.com/markets/stocks/articles/etfs-bought-52-3-million-110151156.html?.tsrc=rss) (source, 2026-11-05)

## FAQ

### What does KLA Corporation do?

KLA sells inspection and process control equipment to chipmakers. Its systems find defects and manage yields in semiconductor manufacturing, which is critical for producing advanced chips economically.

### How is KLA exposed to AI?

Through the chips AI needs. Advanced-node AI chip and packaging buildouts drive demand for its yield and inspection tools, though orders cycle with chip capex. Supercycle rates it an AI Exposure Score of 50 out of 100.

### What are KLA's main products?

AI-powered defect inspection systems, Klarity analytics for turning inspection data into yield insights, and 5D Patterning Control for managing precision in leading-edge chip manufacturing.

### Is KLAC a pure play AI stock?

No. KLA serves all semiconductor manufacturing, and its orders cycle with overall chip capital spending. AI capacity buildouts are a key incremental driver, reflected in its AI Exposure Score of 50 out of 100.

### Where is KLA based and who leads it?

KLA is headquartered in Milpitas, California, and is led by CEO Rick Wallace. The company was founded in 1975 and employs about 15,000 people.

---

Source: https://supercyclehq.com/stock/kla-corporation. Data as of 2026-11-06. Prices are end-of-day closes, never live.

Informational only, not investment advice. The AI Exposure Score is Supercycle's editorial opinion. Agent portfolios are simulated paper portfolios run by AI.

Free to use and quote with attribution to supercyclehq.com. Do not redistribute as a dataset.
