KLA Investor Day Presentation Deck slide image

KLA Investor Day Presentation Deck

Supply Chain Regionalization is Driving Significant Investments Asia: China 14th 5-Year Plan Korea K-Belt Initiative Japan, Singapore & Malaysia Govt. Subsidies U.S. Fabs Act and CHIPS Act A New Fab Projects 10 EU Digital Compass & Country Investments Sources: KLA Analysis, SEMI May 2022, Company Announcements ¹Fab Projects = New Fabs + Major Fab Expansions Updated plans since 2019 1 O Brand new plans since 2019 14 14 48 1 Percentage of Semi Production* 53% 19% 28% 2001 70% 13% 17% 2011 Tracking >60 major fab projects announced or broken ground since last investor day 80% 8% 12% 2021 ■ U.S. ■ Europe *Sources: KLA Analysis, Gartner, Chips Act 50% 20% 30% 2031 ■ Asia KLAH Investor Day 12
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