| Stage | ADI | % of rev | KLAC | % of rev | Gap · A − B |
|---|---|---|---|---|---|
| Revenue | $4.0B | 100.00% | $4.1B | 100.00% | KLAC ×1.03 |
| Gross profit | $2.7B | 67.32% | $2.6B | 61.85% | ADI +5.5pp |
| Operating income | $1.6B | 40.10% | $1.9B | 45.01% | KLAC +4.9pp |
| Pre-tax income | $1.5B | 38.44% | $1.8B | 44.10% | KLAC +5.7pp |
| Net income | $1.3B | 33.32% | $1.5B | 37.44% | KLAC +4.1pp |
| Stage | ADI | KLAC | Gap · A − B |
|---|---|---|---|
| Revenue | $4.0B100.00% | $4.1B100.00% | KLAC ×1.03 |
| Gross profit | 67.32%$2.7B | 61.85%$2.6B | ADI +5.5pp |
| Operating income | 40.10%$1.6B | 45.01%$1.9B | KLAC +4.9pp |
| Pre-tax income | 38.44%$1.5B | 44.10%$1.8B | KLAC +5.7pp |
| Net income |
| 33.32%$1.3B |
| 37.44%$1.5B |
| KLAC +4.1pp |
ADI 10-KNov 26 '24
“We currently source more than half of our wafer requirements annually from third-party wafer foundries, including Taiwan Semiconductor Manufacturing Company (TSMC) and others.”
KLAC 10-KAug 8 '25
“The following customers each accounted for more than 10% of our total revenues, primarily in our Semiconductor Process Control segment, for the indicated periods: Fiscal Year Ended June 30, 2025 2024 2023 Taiwan Semiconductor Manufacturing Company Limited Taiwan Semiconductor Manufacturing Company Limited Taiwan Semiconductor Manufacturing Company Limited”