# Who are KLA's customers? Who does KLA earn revenue from?
Canonical: https://valuechain.wiki/kla · Facet: customers · Updated: 2026-07-12T04:03:13.291409+00:00 · Source: ValueChain.wiki (cited money-flow graph)

**Citable summary**: KLA's confirmed revenue counterparties include TSMC, 삼성전자, SK하이닉스 plus 4 undisclosed/aggregate relationships. Per the valuechain.wiki graph: 7 revenue edges, backed by 8 dated sources, 3 of them primary filings (as of 2026-07-12).

### TSMC (high)  → /tsmc.md
- metric: Customer concentration 13% (est.) · FY2025 · largest customer 12-14% (unnamed, likely TSMC)
- note: The flagship customer relationship, supplying inspection/metrology tools to TSMC's leading-edge fab lines — as the framing goes, TSMC buys KLA not to make chips but to 'instantly find invisible defects,' a dependence on the essential yield-protecting step (largest customer, ~12-14% estimated).
- [confirms] Nikhs (analyst newsletter) (EN, research, published 2026-04-14) https://nikhs.substack.com/p/kla-a-perfect-business-at-an-imperfect: "States KLA's process-control tools are embedded in every advanced fab on earth, naming TSMC as a customer that hires KLA to find invisible defects, and cites KLA's 55% inspection share (over four times its nearest rival)."
- [mentions] SEC EDGAR (EN, filing, published 2025-08-08) https://www.sec.gov/Archives/edgar/data/0000319201/000031920125000024/klac-20250630.htm: "10-K: largest customer 12-14%."
- [confirms] Robert Castellano (The Information Network) (EN, research, published 2025-05-05) https://drrobertcastellano.substack.com/p/klas-market-share-growth-in-process: "States KLA's inspection systems are embedded across fab lines from TSMC to Samsung to Intel, naming TSMC as a customer, and cites KLA's metrology and inspection share reaching 63% in 2024 against Applied Materials under 8%."
- [confirms] KIPOST (KO, news, accessed 2026-06-20) https://www.kipost.net/news/articleView.html?idxno=201410: "KLA supplies inspection tools to Intel, Samsung and SK."
- [confirms] Blockmedia (KO, news, accessed 2026-06-20) https://www.blockmedia.co.kr/archives/888968: "KLA grows on 50%+ process-control share."

### 삼성전자 (high)  → /samsung-electronics.md
- note: Supplies inspection/metrology tools to Samsung Electronics's fabs.
- [mentions] Nikhs (analyst newsletter) (EN, research, published 2026-04-14) https://nikhs.substack.com/p/kla-a-perfect-business-at-an-imperfect: "Lists Samsung, with TSMC, Intel, SK Hynix and Micron, among the advanced fabs where KLA's process-control tools are embedded."
- [mentions] Robert Castellano (The Information Network) (EN, research, published 2025-05-05) https://drrobertcastellano.substack.com/p/klas-market-share-growth-in-process: "Names Samsung, with TSMC, Intel, SK Hynix and Micron, as a fab customer where KLA's inspection systems are embedded."
- [confirms] KIPOST (KO, news, accessed 2026-06-20) https://www.kipost.net/news/articleView.html?idxno=201410: "KLA supplies inspection tools to Intel, Samsung and SK."
- [confirms] Blockmedia (KO, news, accessed 2026-06-20) https://www.blockmedia.co.kr/archives/888968: "KLA grows on 50%+ process-control share."

### SK하이닉스 (mid)  → /sk-hynix.md
- note: Supplies inspection/metrology tools to SK hynix's fabs.
- [mentions] Nikhs (analyst newsletter) (EN, research, published 2026-04-14) https://nikhs.substack.com/p/kla-a-perfect-business-at-an-imperfect: "Includes SK Hynix in the list of advanced fabs running KLA's process-control tools."
- [mentions] Robert Castellano (The Information Network) (EN, research, published 2025-05-05) https://drrobertcastellano.substack.com/p/klas-market-share-growth-in-process: "Lists SK Hynix among the advanced memory fab customers running KLA's inspection and metrology tools."
- [confirms] Blockmedia (KO, news, accessed 2026-06-20) https://www.blockmedia.co.kr/archives/888968: "KLA grows on 50%+ process-control share."
- [confirms] KIPOST (KO, news, accessed 2026-06-20) https://www.kipost.net/news/articleView.html?idxno=201410: "KLA supplies inspection tools to Intel, Samsung and SK."

### Intel (mid)  → /intel.md
- note: Supplies inspection/metrology tools to Intel's fabs.
- [mentions] Nikhs (analyst newsletter) (EN, research, published 2026-04-14) https://nikhs.substack.com/p/kla-a-perfect-business-at-an-imperfect: "Names Intel, alongside TSMC and Samsung, as an advanced fab reliant on KLA's inspection and metrology tools."
- [mentions] Robert Castellano (The Information Network) (EN, research, published 2025-05-05) https://drrobertcastellano.substack.com/p/klas-market-share-growth-in-process: "Names Intel, with TSMC and Samsung, as a fab customer where KLA's inspection systems are embedded."
- [confirms] Blockmedia (KO, news, accessed 2026-06-20) https://www.blockmedia.co.kr/archives/888968: "KLA grows on 50%+ process-control share."
- [confirms] KIPOST (KO, news, accessed 2026-06-20) https://www.kipost.net/news/articleView.html?idxno=201410: "KLA supplies inspection tools to Intel, Samsung and SK."

### 글로벌파운드리 (mid)  → /globalfoundries.md
- note: Supplies wafer-fab tools to GlobalFoundries.
- [mentions] SEC EDGAR (EN, filing, published 2026-02-27) https://www.sec.gov/Archives/edgar/data/0001709048/000170904826000022/gfs-20251231.htm: "A key equipment supplier to GlobalFoundries."

### UMC (mid)  → /umc.md
- note: Supplies wafer-fab tools to UMC.
- [mentions] SEC EDGAR (EN, filing, published 2026-01-28) https://www.sec.gov/Archives/edgar/data/0001033767/000119312526025557/umc-ex99_1.htm: "UMC is a customer buying its equipment."

### Nanya Technology (mid)  → /nanya-tech.md
- note: Supplies process-control/metrology equipment to Nanya's DRAM fab.
- [confirms] 01.co (EN, research, published 2026-04-15) https://www.01.co/research/nanya-tech-q1-2026-legacy-dram-squeeze: "Nanya Tech Q1 2026: Legacy DRAM Squeeze Confirmed"

Reverse side: https://valuechain.wiki/kla/suppliers.md · Ripple: https://valuechain.wiki/kla/ripple.md

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Full node: https://valuechain.wiki/kla.md · JSON: https://valuechain.wiki/kla.json