KLA Investor Day Presentation Deck

2026E Target Model: Semiconductors Now Growing Faster Than GDP Semiconductor Revenues as % of GDP 0.8% 0.7% 0.6% 0.5% 0.4% 0.3% 0.2% 0.1% 0.0% Industry driven by PCs and Mobile Semi Revenues CY04 - CY16 CY16 - CY22E 4.7% 12.1% CAGR II CY04 CY05 CY06 CY07 CY08 CY09 CY10 CY11 CY12 CY13 CY14 CY15 Sources: KLA Analysis, World Bank June 2022, Gartner April 2022 CY16 Digitization driving growth 30 CY17 CY18 CY19 CY20 CY21 CY22E Accelerated digitization and strong demand drivers What Has Changed? Scaling resumed ▪ Increased performance & cost benefits ■ ▪ Broader end-markets ▪ New products drove increased demand Pandemic induced digitization & automation ▪ Disciplined pricing KLAH Investor Day 126

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