KLA Investor Day Presentation Deck slide image

KLA Investor Day Presentation Deck

Long-Term Target Revenue Growth Model Update 2023E Model (presented 9/17/19) ~2% ~7-9% ~1% -2% ~4% - 5% Growth Drivers Industry Growth ■ Diversification of end markets Modestly rising capital intensity New markets and applications Intensity Improvement / Share Gain New Semi PC product pipeline ~55-60% Foundry/Logic mix in WFE Higher Process Control intensity EPC systems growth from specialty semi/packaging Services Growth ■ Growth in installed base ■ ■ ■ ■ ■ ■ ■ High fab utilization Service opportunities in acquired businesses Through-Cycle Revenue Growth Targets Industry Growth Intensity Improvement / Share Gain Services Growth 2026E Model (from 2021) ~1% ~1% -2% ~7% -8% ~9-11% KLAH Investor Day 130
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