KLA vs SMIC
KLA is larger by market cap ($261.9B vs $73.5B). KLA reports higher tracked revenue ($13.6B vs $9.3B). KLA's primary segment is Metrology & Inspection; SMIC's is Pure-Play Foundry.
Side-by-side
| KLA | SMIC | |
|---|---|---|
| Market cap | $261.9B | $73.5B |
| Revenue | $13.6B (FY2026) | $9.3B (FY2025) |
| Primary segment | Metrology & Inspection | Pure-Play Foundry |
| Market position | leader | major |
| Country | United States | China |
| Tracked suppliers | 8 | 168 |
| Tracked customers | 8 | 37 |
| Chokepoint / criticality | 83/100 | 68/100 |
Market caps/revenue from the wafergraph dataset · data as of 2026-08-12. Criticality is a graph-derived chokepoint score (0–100). Coverage is partial; "Unpriced" means no reliable market cap.
How KLA and SMIC compare
- Size: KLA is the larger company by market cap.
- Revenue: KLA reports higher tracked revenue.
- Supply-chain criticality: KLA has the higher chokepoint score (83/100 vs 68/100).
- Footprint: KLA (United States) vs SMIC (China).