KLA Investor Day Presentation Deck slide image

KLA Investor Day Presentation Deck

Inflections in Every Segment Driven by Device Performance and Cost GAA¹ Transistor Architecture Wafer Backside Power Distribution H KLA# Transistor density Process Control Challenges I ■ Buried defects ▪ Complex stacks Process Control Requirements Optical inspection Multi-stack film measurements ZANIA N ¹GAA: Gate All Around Scalable power routing New inspection & metrology requirements on stacked wafers I Overlay ■ Wafer shape ▪ Optical inspection H Memory Vertical scaling High aspect ratio structures Shape variation ▪ X-ray metrology ▪ Wafer shape Overlay High speed data communication I Interconnect quality Latent defects ■ Packaging I Optical inspection ■ ■ Traceability (software) Overlay ■ ■ EUV Logic in HVM Ramping in DRAM Smaller defects Reticle infrastructure KLAB Optical inspection (Gen5 Print Check) Reticle portfolio Customer R&D intensity increasing due to complexity | Customer HVM intensity increasing due to smaller process margins | Key growth drivers for Semi PC enabling outperformance KLAH Investor Day 36
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