Supply-chain overlap

direct ties · both sidesSources

direct ties · both sides

Only KLAC 2

TSMTSMCcustomer

—Samsung Electronicsunlistedcustomer

Shared 0

No disclosed counterparties: NVMI.

Only NVMI 0

None

Role chip = supplier or customer—= no ticker (unlisted)Source: SEC EDGAR

KLACKLA Corp

137.98+6.30%· post 139.29

Mkt cap$180.4BRevenue$4.1BQ1 FY27Revenue$13.6BFY26

NVMINova Ltd.

313.51+11.85%· post 313.51

ClosedNov 6 '26

Mkt cap$9.2BRevenue—Revenue—

vs

Compare

ClosedNov 6 '26

KLACKLA Corp

vs

NVMINova Ltd.

137.98+6.30%post 139.29

Price

313.51+11.85%post 313.51

$180.4B

Mkt cap

$9.2B

Q1 FY27$4.1B

Revenue

—

FY26$13.6B

Revenue

—

KLAC compared with NVMI: revenue, margins and what each company keeps, and the suppliers and customers both name