AI Index / KLA Corporation
KLA Corporation (KLAC)
KLA Corporation, a leader in semiconductor process control systems, has AI-fueled innovations in wafer manufacturing and complex chip designs. KLA touts its innovation to meet the growing needs of semiconductor production for AI applications.
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Location: US
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Market Cap: $94.5B
link
https://www.kla.com
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AI continues to be a crucial catalyst for KLA. We are well aware of the recent revelations of DeepSeek and the implications that it portends a diminished demand for advanced semiconductors in support of the AI infrastructure build-out.
- Richard Wallace
Quotes from kla Executives About Artificial Intelligence and Generative AI
As a company that has been developing AI models for use in our own inspection systems for many years, our own experience supports the theory that increased compute efficiency enables more adoption of AI in our platforms.
- Richard Wallace
AI is both an important driver and enabler of KLA's business. Specific drivers connected to AI that are a positive for KLA's growth are higher volume and higher value wafer demand, more complex designs, accelerating product cycles, larger die size, and growing advanced packaging demand.
- Richard Wallace