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KLA SUPPLY CHAIN TRACE

EQUIPMENT🇺🇸 United States · KLAC · NASDAQChokepoint

KLA dominates the process control segment of chipmaking — the inspection and metrology systems that detect defects at every manufacturing step — with approximately 50% market share. Without KLA's tools, fabs cannot achieve the yield rates needed for profitable production of advanced chips, making it a true chokepoint: any fab building at 7nm or below is dependent on KLA equipment. Export restrictions limit its ability to supply the most advanced process control tools to China.

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Rare Earths (CN)

Dominant refined rare-earth supplier (Nd, Dy for precision equipment magnets)

Chokepoint🇨🇳
RAW MATERIALSsupplies rare-earth magnets to

↓ all supply to KLA ↓

KLA

Dominant maker of wafer inspection and metrology tools

UPSTREAM — SUPPLIERS ↑ · DOWNSTREAM — CUSTOMERS ↓
Chokepoint~50% process control
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↓ KLA supplies to ↓

TSMC

World's largest contract chip manufacturer

Chokepoint🇹🇼
FOUNDRIESsupplies inspection tools to

Samsung Foundry

Second-largest advanced foundry, competing at 3nm

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FOUNDRIESsupplies inspection tools to

Intel Foundry

US-based foundry ramping Intel 18A and 3nm nodes

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FOUNDRIESsupplies inspection tools to

Rapidus

Japan's government-backed foundry targeting 2nm by 2027

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FOUNDRIESsupplies inspection tools to

GlobalFoundries

US-headquartered mature-node foundry (14nm/22FDX) specializing in RF, defense, and automotive chips; key Western alternative to TSMC for non-advanced applications

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FOUNDRIESsupplies inspection tools to

UMC

Taiwan-based mature-node foundry (28nm–40nm) with ~6% global revenue share; key supplier for analog, mixed-signal, and display driver chips

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FOUNDRIESsupplies inspection tools to

SK Hynix

Leading HBM3/HBM3E supplier for AI accelerators

Chokepoint🇰🇷
MEMORY (HBM)supplies inspection/metrology tools to

Samsung Memory

World's largest DRAM and NAND supplier, ramping HBM3

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MEMORY (HBM)supplies inspection/metrology tools to

Micron

Only US-based DRAM and HBM maker

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MEMORY (HBM)supplies inspection/metrology tools to

YMTC

China's largest 3D NAND maker; Entity Listed Dec 2022, primarily serves domestic market

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MEMORY (HBM)supplies inspection/metrology tools to

CXMT

China's leading DRAM maker, targeting DDR4/DDR5 at mature nodes without EUV

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MEMORY (HBM)supplies inspection/metrology tools to

SMIC

China's largest foundry; capped at 14nm without EUV access; Entity Listed 2020

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FOUNDRIESsupplies inspection/metrology tools to

DOWNSTREAM — CUSTOMERS

About this company

QWhat is KLA's role in the AI chip supply chain?

Dominant maker of wafer inspection and metrology tools

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