KLA Investor Conference Presentation Deck slide image

KLA Investor Conference Presentation Deck

SiC has significant Cost Issues Typical Yield by Step¹ Substrate and Epitaxy Yield Device Fab Wafer Yield (Scrap) Device Fab - Probe Yield Dicing Yield Packaging Yield Final Test / Burn-in Yield - Overall Yield < 50% 65% 92% 16 KLA Non-Confidential | Unrestricted 80% 98% 99% 97% ¹SiC yield and cost are typical values (2023), compiled from Yole, JP Morgan, PGC Consultants, KLA data, and other sources. Large variation from fab-to-fab. 2At equivalent performance for EV traction inverter mission profile compared to comparable Si IGBT device. ³See, for example, Williams-Brown or Seth-Agrawal test escape models Cost 3x 1 $ Si IGBT Reliability SIC² Yield Loss 25% Escapes = f (yield, test coverage)³ Burn-in 5% Significant Cost Increase due to substrate immaturity and device yield issues Device Fab 20% Sic Substrate 40% Epitaxy 10% KLA+
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