KLA

KLA

$KLAC

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Supplies process control: the wafer inspection, defect review, and metrology systems that measure whether advanced nodes are actually yielding. ~$13.6B annual revenue and roughly half the process control market, the third leg of the equipment oligopoly next to Applied Materials and Lam Research. Gains content as AI logic and HBM stacks add patterning steps, because each new step needs its own measurement.