KLA Investor Day Presentation Deck
More Complexity & Semiconductor Devices Drive Greater Demand
MEGA TRENDS ACROSS...
ARTIFICIAL 10 10
10 1 0
INTELLIGENCE
0 10 10
■ Core engine of KLA
products' performance
Clear opportunities as a
user and supplier
Expanding the scope of
advanced logic nodes
Significant inflections in
packaging via multi-chip
integration
5G
5G
CONNECTIVITY
RETELLES
▪ Embedded in technologies
in the next 5 years
Building infrastructure
increases demand for KLA
Mobile implementation in
2021E-2023E, driving new
smartphone cycle
▪ Significant opportunities
across our entire portfolio
7 KLA Non-Confidential | Unrestricted Sources: Gartner, Yole and Company estimates.
MOBILE
▪ #1 consumer of
semiconductor ($100B+/year)
▪ >30% growth of
semiconductor content in
future 5G phones
▪ Leading with new
technology inflections
Highest process control
intensity industry
■
...KEY INDUSTRIES
BOOOM
DATA CENTER
High growth industry
▪ Strong driver of leading-
edge semiconductor
▪ End customers designing
their own chips
Strategic collaborations to
influence semiconductor
supply chain
AUTOMOTIVE
■ Secular transformation with
connectivity/autonomous/
electrification
▪ Fastest growing
semiconductor segment
▪ Highest semiconductor
quality and reliability
standards
KLA is Differentiated with Solution Centric and Product Agnostic Approach
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