KLA Investor Day Presentation Deck

Reflecting on Our September 2019 Investor Day Semi demand was accelerating across a broad base The introduction of EUV enables the resumption of scaling The Digital Era was emerging, with a broader range of end markets I I What We Knew Process control intensity was poised to grow Changes in technology drives more need for process control Process control would be more important for capacity growth I I The KLA Operating Model positioned us for success ▪ Leveraged to integrate Orbotech acquisition and expand growth and diversification outside of WFE Would guide our collaboration, innovation, and execution New design starts accelerated on diversified end markets Competitive dynamics are driving a Foundry/Logic "arms race" Scaling has returned and 7nm has rapidly become a "super node" ▪ Advanced design offers compelling economics and drive unprecedented capital investments ■ ■ What's New COVID-19 entered the picture. Permanently accelerated the pace of digitization Elevated the importance of supply chain resiliency I ■ Regionalization of semiconductors became a trend ▪ Semiconductors suddenly had new geopolitical and national security importance Resilient business model positions us well to capture expanding growth opportunities KLAH Investor Day 8

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