KLA vs Lasertec: Deposition, etch & metrology compared

November 2026 edition · assessment by Frontier Tech Intelligence

KLA ranks 17 on the AI Infra 100 with a score of 96; Lasertec ranks 27 with 94. KLA is ahead on production. Level on deployment, commercials, progress, technology, positioning, firepower and leverage. KLA is based in Milpitas, United States, Lasertec in Yokohama, Japan. KLA is named in 17 signals and Lasertec in 5.

KLA →

Milpitas, California, United States · AI Core · Semiconductor equipment, materials & critical inputs / Deposition, etch & metrology · kla.com

KLA supplies semiconductor inspection, metrology and process-control equipment, including the Surfscan SP A2 system, to chip and wafer manufacturers.

AI Infra 100 · rank 17 · score 96

Scores, AI Core (of 10)

Deployment10
Production8
Commercials10
Progress8
Technology10
Positioning10
Firepower10
Leverage10

Darker bar: ahead of the other company on that measure.

Positioning

The process-control (inspection and metrology) monopoly of the equipment layer, roughly 7.5 times its nearest competitor; benefits from rising process-control intensity in leading-edge logic, HBM and advanced packaging.

Latest signals

  • U.S. semiconductor stocks sold off sharply on October 22, 2026.Yicai
  • VanEck Semiconductor ETF fell 9.70% this week in a broad semiconductor selloff.Yicai
  • KLA reported Q4 FY2026 revenue of $3.66 billion, up 15.2%.Semiconductor Engineering

17 signals name KLA.

Facts, with sources

  • >500mSemiconductor Engineering
  • USD 3660000000Semiconductor Engineering
  • USD 13580000000KLA 8-K, shareholder letter

10 facts on file.

Lasertec →

Yokohama, Kanagawa, Japan · AI Core · Semiconductor equipment, materials & critical inputs / Deposition, etch & metrology · lasertec.co.jp

Lasertec develops and sells semiconductor inspection and metrology equipment, including systems for wafer and photomask inspection and EUV mask inspection. This directly qualifies as semiconductor metrology equipment.

AI Infra 100 · rank 27 · score 94

Scores, AI Core (of 10)

Deployment10
Production6
Commercials10
Progress8
Technology10
Positioning10
Firepower10
Leverage10

Darker bar: ahead of the other company on that measure.

Positioning

The sole supplier of EUV mask blank and pattern inspection systems (ACTIS, ABICS) and EUV pellicle inspection; every EUV mask passes its tools, which pairs it with ASML as the second one-of-one in lithography.

Latest signals

  • Lasertec reported weaker semiconductor sales while FY2027 order expectations strengthened.TradingView
  • Lasertec’s FY2027 order outlook is ¥400–500 billion despite a weak Q1.TradingView
  • Lasertec Corporation provided consolidated earnings guidance for fiscal year 2027.www.marketscreener.com

5 signals name Lasertec.

Facts, with sources

  • >500mLasertec consolidated results
  • JPY 230500000000Lasertec consolidated results
  • Lasertec raised its FY6/2026 order outlook to JPY 200-240bn from JPY 170-220bn; nine-month sales were JPY 169.5bn and operating profit JPY 78.1bn.s.kabutan.jp

7 facts on file.

More comparisons

Questions this page answers

KLA or Lasertec: which is ahead in ai core?

KLA ranks 17 on the AI Infra 100 with a score of 96; Lasertec ranks 27 with 94. KLA is ahead on production. Level on deployment, commercials, progress, technology, positioning, firepower and leverage. KLA is based in Milpitas, United States, Lasertec in Yokohama, Japan. KLA is named in 17 signals and Lasertec in 5.

How do KLA and Lasertec compare?

KLA ranks 17 on the AI Infra 100 with a score of 96; Lasertec ranks 27 with 94. KLA is ahead on production. Level on deployment, commercials, progress, technology, positioning, firepower and leverage. KLA is based in Milpitas, United States, Lasertec in Yokohama, Japan. KLA is named in 17 signals and Lasertec in 5. Both company files carry the scores on eight measures, the facts with sources and the latest signals.

Every comparison here comes from the same files members use every day.

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