KLA Corp vs Arm Holdings
Side-by-side comparison of AI visibility scores, market position, and capabilities
KLA Corp (KLAC) reported $9.9B revenue in FY2024. World's #1 semiconductor inspection and metrology equipment maker. ~16,000 employees. HQ: Milpitas, CA. Market cap ~$80B.
About
KLA Corporation is the world's leading provider of process control and semiconductor inspection and metrology equipment, headquartered in Milpitas, California. Founded in 1975 as KLA Instruments and merged with Tencor in 1997, KLA develops the equipment that semiconductor manufacturers use to detect defects and measure dimensions at atomic scales during chip fabrication. Without KLA's inspection tools, chipmakers cannot achieve nanometer-scale precision for advanced semiconductors. KLA reported revenues of $9.9B in fiscal year 2024 (ending June 2024).
Arm Holdings (ARM) reported $3.23B revenue in FY2025 (ended Mar), up 23% YoY. Royalty revenue +17%. Market cap ~$160B. 7,500+ employees. Cambridge, UK. CPU architecture in 99% of smartphones, expanding into AI/datacenter.
About
Arm Holdings designs the CPU architecture used in virtually every smartphone on Earth — over 280 billion Arm-based chips have shipped since 1990. Unlike Intel or AMD, Arm does not manufacture chips; instead, it licenses its instruction set architecture (ISA) and processor designs to companies like Apple, Qualcomm, Samsung, and MediaTek.
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