KLAC · 10-K · 2026A · Full report

Geographic Revenue Shift

KLA CORP · 2026-08-06 · Importance 64 · Surprise 56 · In source text

China revenue was essentially flat at $4.05 billion in fiscal 2026 and declined to 29.8% of total revenue from 33.3% in fiscal 2025, as legacy-node investment offset export-control restrictions on advanced technology transactions.,Taiwan revenue increased 13.7% to $3.64 billion, supported by leading-edge foundry/logic, memory and advanced-packaging investment tied to AI and HPC applications.,Korea revenue increased 26.2% to $1.83 billion, driven by memory investments supporting high-bandwidth memory and advanced DRAM roadmaps.,North America revenue increased 29.0% to $1.76 billion, while Japan revenue declined to $915.1 million from $1.13 billion; China, Taiwan, Korea and North America together represented 83.1% of fiscal 2026 revenue.

Key facts

• Revenue in China for year ended June 30, 2026: $4,048,358 (29.8% of total revenues). source
• Revenue in Taiwan for year ended June 30, 2026: $3,643,742 (26.8% of total revenues). source
• Revenue in Korea for year ended June 30, 2026: $1,833,836 (13.5% of total revenues). source
• Revenue in North America for year ended June 30, 2026: $1,757,337 (13.0% of total revenues). source
• Revenue in Japan for year ended June 30, 2026: $915,111 (6.7% of total revenues). source
• Revenue in Europe and Israel for year ended June 30, 2026: $726,693 (5.4% of total revenues). source
• Revenue in Rest of Asia for year ended June 30, 2026: $654,399 (4.8% of total revenues). source

Impact estimates