KLA Investor Conference Presentation Deck slide image

KLA Investor Conference Presentation Deck

... $63 Driving Broad-based Demand for Semiconductors Strong Growth Auto Semi Forecast ($Billion) ¹ $74 $82 $88 $95 $103 $110 2023 2024 2025 2026 2027 2028 2029 2030 ¹Source: IHS, Cowen and Company ²Source: Yole- 2021 breakdown ³Source: Yole, others. 25k WSPM typical automotive fab size 7 KLA Non-Confidential | Unrestricted $116 Processors 4% All Device Types² MCU 15% Memory 9% ASIC 7% RF 2% Analog 7% Power 34% Photonics 9% Sensors/MEMS 13% All Design Rules Incremental Automotive Fab Capacity Needed by 2027 (WSPM)³ 370,333 b 146,250 15 6 new new new fabs fabs fabs 110,167 ≥ 350nm 110-250nm 28-90nm 174,250 7 new fabs ≤ 16nm KLA+
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