KLA Corporation designs, manufactures, and markets process control, process-enabling, and yield management solutions for the semiconductor and related electronics industries worldwide. It operates through four segments: Semiconductor Process Control; Specialty Semiconductor Process; PCB, Display and Component Inspection; and Other. The company offers integrated circuit (IC) manufacturing products that comprises wafer inspection and review, and metrology; wafer and substrate defect inspection and metrology; reticle defect inspection and metrology; chemical/materials quality analysis; in situ process management and wafer handling diagnostics for IC and original equipment manufacturer (OEM) manufacturing; software products to provide run-time process control, defect excursion identification, process corrections, and defect classification; and refurbished and remanufactured products. It also provides specialty semiconductor manufacturing, benchtop metrology, surface characterization, and electrical property measurement services for general purpose/ lab applications; etch, plasma dicing, deposition, and other wafer processing technologies and solutions for the semiconductor and microelectronics industry. In addition, the company offers direct imaging, inspection, optical shaping, additive printing, and computer-aided manufacturing and engineering solutions for the PCB market; inspection and electrical testing systems to identify and classify defects, as well as systems to repair defects for the display market; and inspection and metrology systems for quality control and yield improvement in advanced and traditional semiconductor packaging markets. The company was formerly known as KLA-Tencor Corporation and changed its name to KLA Corporation in July 2019. KLA Corporation was incorporated in 1975 and is headquartered in Milpitas, California.

Ken Levy

KLA Corporation

Amatecsa is a specialist in injection friction material and engineering thermoset moulding, providing friction materials for various industrial applications.

Amatecsa

Analog Devices, Inc. designs, manufactures, tests, and markets integrated circuits (ICs), software, and subsystems that leverage analog, mixed-signal, and digital signal processing technologies. The company provides data converter products, which translate real-world analog signals into digital data, as well as translates digital data into analog signals; power management and reference products for power conversion, driver monitoring, sequencing, and energy management applications in the automotive, communications, industrial, and high-end consumer markets; and power ICs include performance, integration, and software design simulation tools for accurate power supply designs. It also offers high-performance amplifiers to condition analog signals; and radio frequency and microwave ICs to support cellular infrastructure; and microelectromechanical systems technology solutions, including accelerometers used to sense acceleration, gyroscopes for sense rotation, inertial measurement units to sense multiple degrees of freedom, and broadband switches for radio and instrument systems, as well as isolators. In addition, the company offers digital signal processing and system products for high-speed numeric calculations. It serves clients in the industrial, automotive, consumer, instrumentation, aerospace, and communications markets through a direct sales force, third-party distributors, and independent sales representatives in the United States, the rest of North and South America, Europe, Japan, China, and rest of Asia, as well as through its Website. Analog Devices, Inc. was incorporated in 1965 and is headquartered in Wilmington, Massachusetts.

Ray Stata

Analog Devices, Inc.

Microchip Technology Incorporated develops, manufactures, and sells smart, connected, and secure embedded control solutions in the Americas, Europe, and Asia. The company offers general purpose 8-bit, 16-bit, and 32-bit microcontrollers; 32-bit embedded microprocessors markets; and specialized microcontrollers for automotive, industrial, computing, communications, lighting, power supplies, motor control, human machine interface, security, wired connectivity, and wireless connectivity applications. It also provides development tools that enable system designers to program microcontroller and microprocessor products for specific applications; field-programmable gate array (FPGA) products; and analog, interface, mixed signal, and timing products comprising power management, linear, mixed-signal, high-voltage, thermal management, discrete diodes and metal oxide semiconductor field effect transistors (MOSFETS), radio frequency (RF), drivers, safety, security, timing, USB, Ethernet, wireless, and other interface products. In addition, the company offers memory products consisting of serial electrically erasable programmable read-only memory, serial flash memories, parallel flash memories, serial static random access memories, and serial electrically erasable random access memories for the production of very small footprint devices; and licenses its SuperFlash embedded flash and NVM technologies to foundries, integrated device manufacturers, and design partners for use in the manufacture of microcontroller products, gate array, RF, analog, and neuromorphic compute products that require embedded non-volatile memory, as well as provides engineering services. Further, it offers wafer foundry and assembly, and test subcontracting manufacturing services; and timing systems products, application specific integrated circuits, and aerospace products. Microchip Technology Incorporated was incorporated in 1989 and is headquartered in Chandler, Arizona.

Microchip Technology Incorporated

ECI Technology, Inc, a KLA Company

Filmetrics, Inc., a KLA Company

Zeta Instruments, a KLA Company

Anchor Semiconductor, a KLA Company

Orbotech

MicroSense, LLC, A KLA Company

Frontline PCB Solutions, a KLA Company

SPTS Technologies Ltd, a KLA Company

Qoniac GmbH, a KLA Company

KLA Instruments™

Capres A/S, a KLA Company

KLA develops industry-leading equipment and services that enable innovation throughout the electronics industry. We provide advanced process control and process-enabling solutions for manufacturing wafers and reticles, integrated circuits, packaging, printed circuit boards and flat panel displays. In close collaboration with leading customers across the globe, our expert teams of physicists, engineers, data scientists and problem-solvers design solutions that move the world forward.

Visit us at: www.kla.com

Statements made on LinkedIn may constitute forward-looking statements under federal securities laws.  These forward-looking statements involve risks and uncertainties that could significantly affect the expected results and are based on certain key assumptions. Due to such uncertainties and risks, no assurances can be given that such expectations will prove to have been correct, and readers are cautioned not to place undue reliance on such forward-looking statements, which speak only as of the date indicated. Other risks that KLA faces include those detailed in KLA filings with the Securities and Exchange Commission, including KLA's annual report on Form 10-K and quarterly reports on Form 10-Q.  Forward-looking statements made by third parties do not necessarily reflect the opinion of KLA, are outside of KLA’s control and have not been verified or otherwise vetted by KLA. 

2023 was a year of recognition from prestigious organizations, with KLA garnering awards from TIME magazine, Newsweek and, most recently, the Forbes list of World’s Best Employers. Check out our coverage.  

Meet Fengchoa and Terry!

Fengchoa Gong and Terry Wen met at a former employer and became fast friends while bonding over basketball. After Fengchoa joined KLA as a customer service engineer (CSE) in 2020, he realized Terry was a perfect match for the company. KLA is happy to see friends turn into exceptional teammates!

#GreaterTogether #KLACareers

KLA is a sponsor and will exhibit at the IMAPS International Conference & Exhibition on Device Packaging, held from 18 - 21 March, at the WeKoPa Resort and Conference Center, Fountain Hills, AZ.
 
Come and visit us at booth 32 to learn more about our wafer processes and process control solutions for advanced packaging.
 
Don't miss KLA present 'Metrology of Electrodeposition of New Iron-Alloy Barrier Layers in Packaging' at the WP2: Fan-Out, Wafer Level Packaging & Flip Chip Track: Process and Materials session, 4:30pm, 20 March.
 
More info here: https://lnkd.in/eYEB7ERF
 
#AdvancedPackaging #Innovation

Metric
Company Name	KLA Corporation	Amatecsa	Analog Devices, Inc.	Microchip Technology Incorporated
Symbol	KLAC		ADI	MCHP
MSH ID	COM:KLA	COM:AMATECSA	COM:ANALOG	COM:MICROCHIP
Market	STOCKS	PRIVATE	STOCKS	STOCKS
Sector	Technology	Commercial & Professional Services	Technology	Technology
Industry	Semiconductors	Manufacturing	Semiconductors	Semiconductors
Country	US	ES	US	US
Stage			Grant
Employee Count	15K		26K	22.30K
Website	kla.com	amatecsa.com	analog.com	microchip.com
LinkedIn	klacorp	amatecsa
Founders

Metric
Market Cap	120.15B	118.26B	51.49B
Enterprise Value
Monthly Web Traffic		2.95M	1.45M
Web Traffic Growth		0.25	-0.02
Valuation
Raised Capital		4.60M	1.10B

Metric
Revenue	9.81B	12.31B	7.63B
Revenue (LTM)
Revenue (NTM)
Gross Profit	6.07B	7.88B	4.32B
EBITDA	3.64B	6.33B	3.44B
Operating Income	3.90B	3.82B	2.56B
Net Income	2.76B	3.31B	1.91B
EPS	20.41	6.60	3.52
Diluted EPS	20.28	6.55	3.48
Revenue 2022
Revenue 2023
Revenue 2024
Revenue 2025
Revenue 2026

Metric
Revenue Growth (LTM)
Revenue Growth (NTM)
Gross Profit Growth (LTM)
EBITDA Growth (LTM)
Net Income Growth (LTM)
14-Day Growth Score
28-Day Growth Score
90-Day Growth Score
365-Day Growth Score

Metric
Gross Profit Margin	0.61	0.62	0.67
Operating Profit Margin	0.38	0.28	0.37
EBITDA Margin	0.37	0.51	0.45
Net Profit Margin	0.28	0.24	0.28
Return on Equity	0.93	0.08	0.34
Return on Assets	0.19	0.06	0.15
Return on Capital Employed	0.37	0.07	0.25

COM:KLA

KLA Corporation

Last Close

633.16

22/11 21:00

Market Cap

120.15B

Beta: -

Volume Today

981.78K

Avg: -

Company Overview

Market Metrics

Financial Performance

Growth Metrics

Profitability Ratios

Valuation Multiples

Operational Metrics

Cash Flow Metrics

Balance Sheet Metrics

Efficiency Metrics

Metric
P/E Ratio	30.75	29.17	19.84
P/B Ratio	27.34	2.72	6.60
Revenue Multiple (LTM)
Revenue Multiple (NTM)
EBITDA Multiple (LTM)
EBITDA Multiple (NTM)
Price to Sales Ratio	12.49	12.09	6.98
EV Multiple	29.38	27.70	16.74

Metric
Days Sales Outstanding	69.59	43.59	59.75
Days Payables Outstanding	35.33	40.64	31.39
Days Inventory Outstanding	287.77	130.57	188.26
Operating Cycle	358.37	168.33	248.98
Cash Conversion Cycle	323.73	134.86	236.72
Asset Turnover	0.68	0.24	0.53

Metric
Operating Cash Flow	3.31B	4.28B	2.89B
Free Cash Flow	3.03B	3.06B	2.49B
Cash Flow to Debt	0.57	0.65	0.55
Operating Cash Flow/Sales	0.36	0.41	0.38
Free Cash Flow Yield	0.01	0.04	0.05

Metric
Cash & Equivalents	1.98B	1.99B	319.70M
Accounts Receivable			161.60M
Inventory	3.03B	1.45B	1.32B
Goodwill	2.02B	26.91B
Debt to Capitalization	0.68	0.19	0.49
Debt to Assets	0.41	0.14	0.25
Current Ratio	1.91	1.37	0.98
Quick Ratio	1.50	1.24	1.08

Metric
Rule of 40 (LTM)
Rule of 40 (NTM)
Stock Comp to Revenue	0.01	0.02	0.02
R&D to Revenue	0.13	0.13	0.14
SG&A to Revenue