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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Accelerating investment in scaling AI infrastructure is fueling technology development investment across the leading edge, driving more designs, increased complexity, shorter product cycles and higher-value wafers.
- Richard Wallace
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Quotes from kla Executives About Artificial Intelligence and Generative AI
In summary, KLA's business is both enabled and benefits from today's technology inflections and the growth drivers related to AI as well as from growth in advanced packaging.
- Richard Wallace
Growth in 2025 is being driven principally by increasing investment in both leading-edge foundry/logic and memory to support growing AI and premium mobile demand, partially offset by lower demand from domestic China.
- Bren Higgins
In addition, the growing investment in custom silicon, particularly among hyperscalers developing their own custom chips, has led to a proliferation of unique device designs and increased demand on our customers to deliver performance, volume and time to market.
- Bren Higgins
As design complexity and diversity grow, so does the need for advanced process control. As a result, KLA has seen growth in process control intensity as each new chip design requires rigorous inspection, metrology and yield optimization solutions.
- Bren Higgins