KLA Investor Day Presentation Deck

KLA's Revenue Growth is Accelerating into the Digitization Era Digitization Era ■ Diversified semi markets W$ 12,000 10,000 8,000 6,000 4,000 2,000 0 CY02 PC Era ■ PC driven boom-bust cycles Fragmented supply Fragmented Semi Cap market Capital intensity declining CY03 CY04 CY05 CY06 Source: KLA filings and consensus estimate for CY22 as of 6/9/22 CY07 CY08 PC + Mobile Era Reduced cyclicality Emergence of foundry ■ Customer & Semi Cap consolidation Capital intensity declining ■ Semi Revs Growth CAGR ~2-3% KLA Revenue Range Bound: ~$2.5B - $3.2B CY09 CY10 ■ Semi PC System Revenue CY11 CY12 CY13 ■ EPC System Revenue CY14 CY15 CY16 Service Revenue ■ Datacenter and cloud expansion I ■ ■ ■ Automotive electrification COVID-19 accelerated digitization Al & 5G China & regionalization Capital intensity increasing CY17 CY18 CY19 Revenue growth drivers are more diversified and have expanded significantly CY20 CY21 CY22E KLAH Investor Day 25

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