Semiconductor Manufacturing

KLA Corporation

High76% confidenceProfile verified Jul 23, 2026
OverviewIndicatorsMore SignalsSourcesDependency mapStoryMilestones

A near-monopoly process control equipment maker where roughly 90% of revenue comes from semiconductor inspection tools that check every wafer at every leading-edge fab, positioned as an increasingly critical bottleneck-buster as AI chip complexity below 7 nanometers raises yield-loss risk.

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Leading Indicators

Hiring and patent filing trends — the underlying numbers Momentum is computed from. Insider filing activity is tracked separately under Sources below.

Steadyinsider filing activity unchanged since last check
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Additional Intelligence Signals

Patent citation lineage, earnings-call mentions, and federal contract disclosures — automatically collected, not yet visible anywhere else on the site.

Federal contract disclosures

Department of Defense — $248,751: THE IMICRO INCLUDES THE IQWAVE2(TM) ADVANCED CONTROLLER, ENHANCING PRECISION AND CONTROL FOR ALL TESTING SCENARIOS.

USAspending.gov · Sep 18, 2025

Department of Commerce — $52,429: OU73-FY26-055-NEW NANOSWIFT CONTROLLER

USAspending.gov · Apr 2, 2026

National Aeronautics and Space Administration — $35,881: MAINTENANCE CONTRACT AND HEALTH CHECK FOR 2 PROFILOMETER SYSTEMS IN DDL

USAspending.gov · Jun 3, 2026

Department of Commerce — $28,718: REPLACEMENT AND SERVICE TO REPAIR SPTS OMEGA C2L RAPIER ETCH SYSTEM

USAspending.gov · Jan 9, 2023

Department of Defense — $19,315: XACTIX RE UPGRADE

USAspending.gov · Dec 12, 2025

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Sources

Every claim traced to a primary source — evidence, recent activity, and insider filing behavior, all in one place.

Evidence

4 sources · 1 government/SEC filing · 74% avg. source confidence

Insider Filing Activity

11Form 4 filings, trailing 90 days0 since last week's snapshot

Counts filing frequency only — transaction direction/size wasn't parseable from the sampled filings · sourced from SEC EDGAR · as of Jul 28, 2026

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Dependency Map

What KLA Corporation depends on below, and who depends on KLA Corporation above — click any node to make it the new center, 2 levels deep.

2 levels3 levels5 levels

Connection type

Investment
Dependency
Supply Chain
Development
Enablement
Competition / Other
Succession

Click any node to make it the new center. Scroll to zoom, drag to pan.

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The Story So Far (last 6 months)

Apr 2026: US halts chip tool exports to Hua Hong, hits equipment-maker stocks→Apr 2026: US orders chip equipment companies to stop shipments to China's second-largest chipmaker→Apr 2026: KLA's March quarter 2026 revenue rises 11% as advanced packaging process control nears $1B

Auto-generated from this entity's dated milestones, relationship updates, and sourced evidence — not AI-written, just sorted.

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KLA Corporation's Timeline

A sourced, dated history of KLA Corporation's key moments — founding to present.

  1. Jan 1976 · Founded

    KLA Corporation was founded, later becoming a near-monopoly process-control equipment maker checking wafers at every leading-edge fab.

  2. Jan 2026 · March-quarter revenue up 11%

    KLA reported fiscal Q3 2026 revenue of $3.415 billion, up 11% year-over-year, with advanced packaging process control revenue projected to nearly double to roughly $1 billion in 2026.

  3. Apr 2026 · US halts chip tool exports to Hua Hong, hits equipment-maker stocks

    The US Commerce Department ordered Applied Materials, Lam Research and KLA to stop shipping certain advanced chipmaking tools to Hua Hong, China's second-largest chipmaker, as Hua Hong and Huali Microelectronics reportedly neared a new 7nm fab in Shanghai; KLA shares fell about 4.7% on the news alongside sector-wide declines.