ENTITY · kla
KLAKLAC
United States·metrology inspection·leader·$339.1B mkt cap
Dominant in process control: wafer inspection and metrology.
CLEAR · 0–39
37/100 illustrative
Underwriting Thesis
CLEAR — KLA: sole-source / single-point-of-failure dominance compounded by criticality to DoD-exposed downstream programs in metrology inspection. A chokepoint underwriting concern at this tier.
Factor Breakdown
Foreign-Origin Concentration18
Sole-Source Dependence80
Sanctions Exposure0
Downstream Criticality60
Sanctions Exposure
Entity not present on tracked screening lists (CSL).
DoD Exposure
No matched DoD semiconductor awards (USASpending) for this entity.
Shortest paths → DoD-exposed firms
- GlobalFoundries · 1 hop · $1.05BKLA → GlobalFoundries
- Marvell Technology · 2 hops · $184.3MKLA → TSMC → Marvell Technology
- Valens Semiconductor · 2 hops · $28.3MKLA → TSMC → Valens Semiconductor
- Scale AI · 3 hops · $105.6MKLA → TSMC → NVIDIA → Scale AI
Possible substitutes · same commodity buckets
Chokepoint Relationships
Key Suppliers · upstream · 8
- MKS InstrumentsUnited StatesDOMESTIC
- Advanced EnergyUnited StatesDOMESTIC
- VAT GroupSwitzerlandALLIED
- HoribaJapanALLIED
- Brooks AutomationUnited StatesDOMESTIC
- FerrotecJapanALLIED
- Pfeiffer VacuumGermanyALLIED
- Atlas CopcoSwedenALLIED
Key Customers · downstream · 8
- TSMCTaiwanCHOKEPOINT
- Samsung ElectronicsSouth KoreaALLIED
- IntelUnited StatesDOMESTIC
- SK hynixSouth KoreaALLIED
- Micron TechnologyUnited StatesDOMESTIC
- CHOKEPOINT
- GlobalFoundriesUnited StatesDOMESTIC
- SMICChinaHostileADVERSARY