KLA Investor Day Presentation Deck

Case Study: Strategic Supply Chain Sourcing Revenue Growth Versus Semi Cap Peers Indexed to CY21-Q1 % W $ CY21-Q1 CY21-Q2 60 CY21-Q3 50 KLAC Source: FactSet, Consensus as of 6/8/22 | ¹Semi Cap Peers include: AMAT, ASML, LRCX Source: KLA Analysis, June 2022 CY21-Q4 40 Semi Cap Peers¹ Time Fence Long materials lead-time require early commitments Material Lead Time 30 Lead time in weeks CY22-Q1 20 CY22-Q2E 10 Manufacturing Cycle Time 0 Component Types Low volume, sole sourced highly complex components High volume, mostly sole sourced critical components Tier 2, 3, 4 Component Suppliers Parts Category Optics Sensors Lasers Volume Optics Stages Motion Control Semiconductors Electronic components KLAH Investor Day 116

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