KLA Investor Day Presentation Deck

Case Study: Gen4 Extendibility Enables Gross Margin Improvements and Platform Scalability GM % Improvement V CY08 Gen4 Product Introductions ¹Source: Gartner, April 2022 KLA CY09 m 295 CY10 291x CELES CY11 +180bps CY12 Patterned Optical Inspection Market¹ 2019 TAM: $1.35B 2021 TAM: $2.88B CAGR: 46% CY13 292x CY14 R&D CY15 +620bps CY16 Revenue 293x CY17 CY18 Greater than 15-to-1 Return on Investment +630bps CY19 295x CY20 CY21 +980bps CY22E 296x KLAH Investor Day 119

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