KLA Investor Day Presentation Deck

STRATEGIC FINANCIAL M&A Scorecard Differentiated Products Attractive Markets Market Leadership Profitability Diversification and Growth Scale, Synergies Alignment Margin Improvement Since Purchase IRR > Cost of Equity Earnings Accretion within First 6-12 Months ADE 104 KLA Non-Confidential | Unrestricted 2006 Met and/or Exceeded Filter SENSARRAY / ONWAFER 2007 Partially Met ICOS 2008 SPTS ORBOTECH PCB 2019 In Progress In Progress In Progress FPD ADE STRATEGIC FOCUS New product line ■ Scale with wafer customers ▪ Service opportunity ■ SENSARRAY / ONWAFER ■ ICOS New product lines Consumable revenue streams Higher growth, lower volatility ▪ Expansion outside of WFE Establish backend presence ORBOTECH ■ New product lines in semi ▪ TAM expansion into broader electronics ecosystem Service opportunity ✓ Did Not Meet (with Lessons Learned) KLA+

View entire presentation