KLA Corporation Semiconductor Process Control — Cost of revenue increased by 3.9% to $1.13B in Q1 2026 compared to the prior quarter. Year-over-year, this metric grew by 15.8%, from $973.62M to $1.13B. Over 2 years (FY 2023 to FY 2025), Semiconductor Process Control — Cost of revenue shows an upward trend with a 7.9% CAGR. This increase may warrant attention — for this metric, lower values are generally preferred.
A rising cost relative to revenue suggests margin compression due to supply chain inflation or production inefficiencies.
This represents the direct costs attributable to the production and delivery of semiconductor process control equipment...
Standard metric for all manufacturing firms; peers in the WFE space typically maintain high gross margins due to specialized technology.
klac_segment_semiconductor_process_control_cost_of_revenue| Q1 '23 | Q2 '23 | Q3 '23 | Q4 '23 | Q1 '24 | Q2 '24 | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 | Q2 '26 | Q3 '26 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Value | $841.65M | $841.65M | $841.65M | $841.65M | $776.06M | $776.06M | $776.06M | $776.06M | $958.37M | $992.67M | $973.62M | $998.08M | $1.06B | $1.09B | $1.13B |
| QoQ Change | — | +0.0% | +0.0% | +0.0% | -7.8% | +0.0% | +0.0% | +0.0% | +23.5% | +3.6% | -1.9% | +2.5% | +5.9% | +2.7% | +3.9% |
| YoY Change | — | — | — | — | -7.8% | -7.8% | -7.8% | -7.8% | +23.5% | +27.9% | +25.5% | +28.6% | +10.3% | +9.3% | +15.8% |