KLA Investor Day Presentation Deck

Case Study: Supply Chain Management Visibility ■ Inventory ■ Long term forecast commitments drive supplier investment & availability ■ Optimizing for customer lead times vs. KLA intrinsic lead times Will carry suppliers long lead materials Highly custom parts fundamental to product differentiation Ensures availability for long term service Inventory $B 2 0 Purchase Commitments CY20-Q1 CY20-Q2 CY20-Q3 CY20-Q4 CY21-Q1 CY21-Q2 CY21-Q3 CY21-Q4 CY22-Q1 Inventory and Inventory Days ³ CY20-Q1 CY20-Q2 CY20-Q3 Inventory (net) il Inventory Days 4,000 ¹ Top performing trusted partner that helps differentiate KLA's products and is aligned with KLA's roadmap - KLA is actively growing investments and engagement of time and resources with key suppliers | 2 AMAT, LRCX 3 Inventory Days = (Net Inventory / Annualized COGS) *365 3,000 2,000 1,000 CY20-Q4 CY21-Q1 CY21-Q2 CY21-Q3 CY21-Q4 CY22-Q1 SemiCap Peers Inventory Days 0 ŚM 250 200 150 100 50 0 Inventory Days Long-term, strategic partnership with the supply chain ■ ■ Engineering and supply chain closely integrated throughout product lifecycle across product portfolio ■ Decades-long relationships with 96%+ of key suppliers under contract¹ ■ Long-term, multi-million dollar commitments Executive-level engagement $150M+ in new investment in supplier capacity over last ~2 years Navigating supply chain challenges through strategic supplier management, selection and partnership KLAH Investor Day 117

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