EveryTie.

KLA — Supply Chain & Business Relationships

Every relationship below is sourced to a verbatim quote from a public company filing that names the counterparty, with a one-click link to the original document.

Click a company to open its map · drag to explore · hover a line to read the source quote. Green = supplies · orange dashed = competes · blue = partners · purple = ownership · grey dashed = suspended · how to read this data.

2 customers5 competitors3 source filings

Where it sits in the AI-server chain

The stages where a filing quote places this company on the AI-server chain.

Customers (companies it supplies)

Supplies to → TSMC % of revenue disclosed
Filed 2026-08-06 · 15 days ago
“For the fiscal years ended June 30, 2026, 2025 and 2024, the following customers each accounted for more than 10% of total revenues, primarily in the Semiconductor Process Control segment: Year Ended June 30, 2026 2025 2024 Taiwan Semiconductor Manufacturing Company Limited Taiwan Semiconductor Manufacturing Company Limited Taiwan Semiconductor Manufacturing Company Limited”
— KLAC 10-K, filed 2026-08-06 EDGAR · View source filing ↗
Filed 2025-08-08 · 378 days ago
“For the fiscal years ended June 30, 2025, 2024 and 2023, the following customers each accounted for more than 10% of total revenues, primarily in the Semiconductor Process Control segment: Fiscal Year Ended June 30, 2025 2024 2023 Taiwan Semiconductor Manufacturing Company Limited Taiwan Semiconductor Manufacturing Company Limited Taiwan Semiconductor Manufacturing Company Limited Samsung Electronics Co., Ltd.”
— KLAC 10-K, filed 2025-08-08 EDGAR · View source filing ↗
Not re-confirmed in the filer’s latest annual report (Form 10-K filed 2026-08-06): not mentioned in it.

Competitors

Competes with ↔ ASML
Last confirmed 2026-08-06 · 15 days ago · corroborated by 2 filings
“In each of our product markets, we have many competitors, including companies such as Applied Materials, Inc., ASML Holding N.V., Hitachi High-Tech Corporation, Lasertec, Inc. and Onto Innovation, Inc.”
— KLAC 10-K, filed 2026-08-06 EDGAR · View source filing ↗
Competes with ↔ Applied Materials
Filed 2026-08-06 · 15 days ago
“In each of our product markets, we have many competitors, including companies such as Applied Materials, Inc., ASML Holding N.V., Hitachi High-Tech Corporation, Lasertec, Inc. and Onto Innovation, Inc.”
— KLAC 10-K, filed 2026-08-06 EDGAR · View source filing ↗
Competes with ↔ Hitachi High Tech
Filed 2026-08-06 · 15 days ago
“In each of our product markets, we have many competitors, including companies such as Applied Materials, Inc., ASML Holding N.V., Hitachi High-Tech Corporation, Lasertec, Inc. and Onto Innovation, Inc.”
— KLAC 10-K, filed 2026-08-06 EDGAR · View source filing ↗
Competes with ↔ Lasertec
Filed 2026-08-06 · 15 days ago
“In each of our product markets, we have many competitors, including companies such as Applied Materials, Inc., ASML Holding N.V., Hitachi High-Tech Corporation, Lasertec, Inc. and Onto Innovation, Inc.”
— KLAC 10-K, filed 2026-08-06 EDGAR · View source filing ↗
Competes with ↔ Onto Innovation
Filed 2026-08-06 · 15 days ago
“In each of our product markets, we have many competitors, including companies such as Applied Materials, Inc., ASML Holding N.V., Hitachi High-Tech Corporation, Lasertec, Inc. and Onto Innovation, Inc.”
— KLAC 10-K, filed 2026-08-06 EDGAR · View source filing ↗

Filed activity

Filings by KLA itself, from our archive: US SEC earnings filings (Form 8-K Item 2.02 and Form 6-K results reports) since 2025-07-22, plus Taiwan Stock Exchange material announcements where covered. Not a complete filing history; subjects appear verbatim in their original language.

2026-07-28Earnings releaseKLA CORPORATION REPORTS FISCAL 2026 FOURTH QUARTER AND FULL YEAR RESULTS
• For the quarter, total revenues were $3.66 billion, above the midpoint of the guidance range; • GAAP diluted EPS was $1.04, at the upper end of the guidance range, and non-GAAP diluted EPS was $1.05, at the upper end of the guidance range;
Show more from the filing
• Cash flow from operating activities for the quarter and fiscal year was $906.4 million and $4.14 billion, respectively, and free cash flow was $817.1 million and $3.77 billion, respectively; • Capital returns for the quarter and fiscal year were $876.3 million and $3.35 billion, respectively; and • On June 11, 2026, after the market close, the company effected a ten-for-one stock split of its common stock and a proportional increase in the number of authorized shares of common stock. Share and per share information throughout this press release have been retroactively adjusted to reflect the stock split. MILPITAS, Calif., July 28, 2026 - KLA Corporation (NASDAQ: KLAC) today announced financial and operating results for its fourth quarter and fiscal year ended June 30, 2026.
— Form 8-K · Items 2.02, 9.01 · US SEC EDGAR · View source filing ↗
2026-04-29Earnings releaseKLA Corporation Reports Fiscal 2026 Third Quarter Results
• Total revenues were $3.415 billion, above the midpoint of the guidance range of $3.35 billion +/- $150 million; • GAAP diluted EPS was $9.12 and non-GAAP diluted EPS was $9.40, both above the midpoints of the respective guidance ranges;
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• Cash flow from operating activities for the quarter and last twelve months were $707.5 million and $4.40 billion, respectively, and free cash flow was $622.3 million and $4.01 billion, respectively; • Capital returns for the quarter and last twelve months were $874.8 million and $3.15 billion, respectively; and • The Board of Directors approved an increase to the quarterly dividend level to $2.30 per share beginning with the dividend expected to be declared in May 2026 and an additional $7 billion for repurchases of our common stock. MILPITAS, Calif., April 29, 2026 - KLA Corporation (NASDAQ: KLAC) today announced financial and operating results for its third quarter of fiscal year 2026, which ended on March 31, 2026, and reported GAAP net income of $1.20 billion and GAAP net income per diluted share of $9.12 on revenues of $3.415 billion.
— Form 8-K · Items 2.02, 9.01 · US SEC EDGAR · View source filing ↗
2026-01-29Earnings releaseKLA Corporation Reports Fiscal 2026 Second Quarter Results
• Total revenues were $3.30 billion, above the midpoint of the guidance range of $3.225 billion +/- $150 million; • GAAP diluted EPS was $8.68 and non-GAAP diluted EPS was $8.85, both above the midpoints of the respective guidance ranges;
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• Cash flow from operating activities for the quarter and last twelve months were $1.37 billion and $4.77 billion, respectively, and free cash flow was $1.26 billion and $4.38 billion, respectively; and • Capital returns for the quarter and last twelve months were $797.4 million and $3.01 billion, respectively. MILPITAS, Calif., January 29, 2026 - KLA Corporation (NASDAQ: KLAC) today announced financial and operating results for its second quarter of fiscal year 2026, which ended on December 31, 2025, and reported GAAP net income of $1.15 billion and GAAP net income per diluted share of $8.68 on revenues of $3.30 billion. “KLA delivered a record quarter and calendar 2025 for revenue, non-GAAP operating income, and free cash flow generation.
— Form 8-K · Items 2.02, 9.01 · US SEC EDGAR · View source filing ↗
2025-10-29Earnings releaseKLA Corporation Reports Fiscal 2026 First Quarter Results
• Total revenues were $3.21 billion, above the midpoint of the guidance range of $3.15 billion +/- $150 million; • GAAP diluted EPS was $8.47 and non-GAAP diluted EPS was $8.81, both above the midpoints of the respective guidance ranges;
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• Cash flow from operating activities for the quarter and last twelve months were $1.16 billion and $4.25 billion, respectively, and free cash flow was $1.07 billion and $3.88 billion, respectively; and • Capital returns for the quarter and last twelve months were $799.1 million and $3.09 billion, respectively. MILPITAS, Calif., October 29, 2025 - KLA Corporation (NASDAQ: KLAC) today announced financial and operating results for its first quarter of fiscal year 2026, which ended on September 30, 2025, and reported GAAP net income of $1.12 billion and GAAP net income per diluted share of $8.47 on revenues of $3.21 billion. “KLA produced a strong all-around September quarter performance above the guidance midpoints. These results reflect double-digit year-over-year revenue and EPS growth, and KLA is on pace for solid relative revenue growth compared to our industry in calendar 2025,” said Rick Wallace, president and CEO of KLA Corporation.
— Form 8-K · Items 2.02, 9.01 · US SEC EDGAR · View source filing ↗
2025-07-31Earnings releaseKLA CORPORATION REPORTS FISCAL 2025 FOURTH QUARTER AND FULL YEAR RESULTS
• For the quarter, total revenues were $3.175 billion, towards the upper end of the guidance range; • GAAP diluted EPS was $9.06, at the upper end of the guidance range, and non-GAAP diluted EPS was $9.38, above the upper end of the guidance range;
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• Cash flow from operating activities for the quarter and fiscal year was $1.16 billion and $4.08 billion, respectively, and free cash flow was $1.06 billion and $3.75 billion, respectively. Quarterly free cash flow topped $1 billion for the first time in the June quarter; and • Capital returns for the quarter and fiscal year were $679.7 million and $3.05 billion, respectively. MILPITAS, Calif., July 31, 2025 - KLA Corporation (NASDAQ: KLAC) today announced financial and operating results for its fourth quarter and fiscal year ended June 30, 2025. KLA reported GAAP net income of $1.20 billion and GAAP diluted earnings per share (“EPS”) of $9.06 on total revenues of $3.175 billion for the fourth quarter of fiscal year 2025. For the fiscal year ended June 30, 2025, KLA reported GAAP net income of $4.06 billion and GAAP diluted EPS of $30.37 on total revenues of $12.16 billion.
— Form 8-K · Items 2.02, 9.01 · US SEC EDGAR · View source filing ↗