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KLAC Revenue by Segments

Revenue by Segments

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In Q2'26, KLAC's Semiconductor Process Control segment generated $3.00B in revenue, marking its highest quarterly figure and driving the overall segment total. The Specialty Semiconductor Process segment contributed $141M, showing moderate recovery from the prior quarter's dip, while the PCB and Component Inspection segment added $152M, reflecting a slight decline but remaining a key contributor to diversified growth. Over the period from Q3'23 to Q2'26, the Semiconductor Process Control segment exhibited strong upward momentum, rising from $2.17B to $3.00B with consistent growth post-Q3'24, underscoring its dominance in total revenue at over 90% share. The Specialty Semiconductor Process segment remained relatively stable around $120M-$160M, with minor fluctuations and no clear long-term trend, while PCB and Component Inspection showed gradual expansion from $132M to a peak of $189M in Q1'26 before easing, highlighting emerging strength in inspection technologies amid overall portfolio expansion.