KLA Investor Day Presentation Deck

2023E Long-term Targets SALES OPERATING MARGIN EARNINGS PER SHARE CAPITAL ALLOCATION 2023E TARGETS 110 KLA Non-Confidential | Unrestricted $7.0B - $7.5B 36%+ $14.50 - $15.50 ONGOING FINANCIAL Target Payout ~70% of FCF FRAMEWORK 7% -9% CAGR 40% - 50% (Incremental) ~1.5x Revenue Growth Rate MACRO ASSUMPTIONS ▪ Semiconductor industry CAGR of 4% - 5% Capital intensity ~flat ▪ ~60% memory / ~40% foundry/logic mix ▪ Process Control Market grows with WFE ■ Balanced Between Dividend and Share Repurchase Driving Profitable Growth and Delivering Shareholder Value BUSINESS ASSUMPTIONS ▪ Intensity/market share gain at leading edge ▪ Greater exposure to trailing edge markets ▪ New market penetration M&A with synergy execution ■ KLA+

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