KLA Investor Day
Case Study: Legacy Node¹ Customer Spend With KLA Services
Environment
2013-2018: Factory utilization 70-80%, stable manufacturing
processes, and less stringent end-customer requirements
Customer Approach: Harvesting parts from older tools, leveraging
secondary tool market, utilizing experienced internal and/or 3rd party
resources
2019-2021: Factory utilization >95%, customers demanding better
performance and throughput per square foot, more stringent end-
customer requirements: reliability, quality, delivery, performance
W$
Results
Legacy node customer spend with KLA Services
KLA Response
Collaborated with customers to improve fab optimization, data and
analytics, and tool security
Created a dedicated team to focus on legacy node customers
Invested in engineering resources to solve obsolescence challenges
Hired and trained resources and increased inventory investment
128nm and above design rules, ex-memory
CY13 CY14 CY15 CY16 CY17 CY18 CY19 CY20 CY21
Continued customer demand drives legacy node service revenue growth
KLA Investor Day 12View entire presentation