What KLA makes for data centers
public · kla.com
KLA is a publicly listed company. It appears on 2 parts of the AI data center — Packaging & bonding equipment and Fab equipment — in the role of manufacturer. Those parts sit in Layer 1 — Compute silicon & packaging. Its shares trade on US exchanges (NYSE/Nasdaq) as KLAC.
Listing
US exchanges (NYSE/Nasdaq): KLAC· 146 USD -0.96% · mkt cap 190.0B USD
Snapshot 2026-10-25T10:41:17Z — nightly, not real-time.· Chart on TradingView ↗
Exposure
2 parts across 1 layer
No disclosed data-center revenue share on file.
Parts, by layer
Layer 1 — Compute silicon & packaging
| Part | Role | Confidence | Competitors | Note |
|---|---|---|---|---|
| Packaging & bonding equipment | manufacturer | inferred | ASMPT, Applied Materials, BESI, Camtek, Disco, Hanmi Semiconductor | |
| Fab equipmenttight | manufacturer | disclosed | ASM International, ASML, Applied Materials, Kokusai, Lam Research, Screen |
Where KLA sits in the stack
KLA's placements in this catalog cover 2 parts, all in layer 1, compute silicon & packaging. None of them currently carries a sourced supply constraint tag. Across these parts it overlaps with other companies most often on the lines below.
What these parts are
- Packaging & bonding equipment — The bonding, dicing, inspection, and molding equipment used to physically assemble and verify advanced chip packages.
- Fab equipmenttight — The lithography, deposition, etch, and inspection tools that fabs use to manufacture chips — upstream capital equipment rather than a part that ships in any finished accelerator.
Closest peers in this catalog
Disclosed customers
| Customer | % | Metric | Period | Filing |
|---|---|---|---|---|
| one customer | 19% | revenue | 2026-06-30 | 10-K |
| largest customers (combined) | 10% | receivables | 2026-03-31 | 10-Q |
| largest customers (combined) | 19% | revenue | 2026-03-31 | 10-Q |
| one customer | 23% | revenue | 2026-03-31 | 10-Q |
| largest customers (combined) | 10% | receivables | 2025-12-31 | 10-Q |
| largest customers (combined) | 17% | revenue | 2025-12-31 | 10-Q |
| one customer | 23% | revenue | 2025-12-31 | 10-Q |
From the blog
Questions about KLA
- What does KLA make for AI data centers?
- This catalog places KLA on 2 parts: Packaging & bonding equipment (manufacturer) and Fab equipment (manufacturer).
- Is KLA publicly traded?
- Yes — KLA is listed on US exchanges (NYSE/Nasdaq) under KLAC. Prices shown on this page are a nightly snapshot, not real-time, and nothing here is investment advice.
- Who else makes packaging & bonding equipment for AI data centers?
- ASMPT, Applied Materials, BESI, Camtek, Disco and Hanmi Semiconductor are also placed on Packaging & bonding equipment in this catalog.
- How well sourced are these placements?
- Every part→company placement carries a confidence tag. For KLA the mix is 1 disclosed and 1 inferred. "disclosed" means the company or a filing says so; "reported" comes from trade press or a reference-design list; "inferred" is a lead from the taxonomy with no citation yet. Treat reported and inferred as leads, not facts.
Answers are generated from this catalog's own rows — see sources & method.