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KLA10-K: Customer concentration

Taiwan Semiconductor Manufacturing Company (TSMC) remains a >10% revenue customer for 3rd consecutive year.

What happened

Heavy reliance on a single major customer creates significant risk and pressure to maintain service levels and pricing. This concentration makes customer relationship management, service delivery, and financial planning for this key account a top corporate priority.

Source

SEC EDGARAug 6, 2026

Annual report (Form 10-K)

KLA 10-K for FY2026

Filing excerpt

For the fiscal years ended June 30, 2026, 2025 and 2024, the following customers each accounted for more than 10% of total revenues, primarily in the Semiconductor Process Control segment: Taiwan Semiconductor Manufacturing Company Limited

sec.gov/Archives/edgar/data/319201/000031920126000027/klac-20260630.htmRead the full source

Other signals in this filing (11)

Extracted by Autobound

From the Signal API record
Signal
10-K: Customer concentration

What this signalsFilings often name leadership changes, deals and spending plans.

Period
FY2026
Fiscal year end
06/30
Filed
Aug 6, 2026

More 10-K signals at other companies

The full record

From the Signal API record

Numbers

Percent
10% (Minimum revenue from Taiwan Semiconductor Manufacturing Company Limited)

Details

CIK
319201
Accession number
0000319201-26-000027
Timeframe
Multi year
Filing year
2026
Why it matters
Diversification strategy
Signal category
Market

Topics and mentions

Regions named

  • Asia

Extraction

Confidence
High
Relevance
90%
Sentiment
Neutral
Detected
Aug 11, 2026
signal_type
sec-10k
signal_subtype
customerConcentration

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The API returns more than this page shows

This page shows a preview. The full sec-10k record in the Signal API and MCP can also have these 8 fields. Some fields are empty for some signals.

Company

  • linkedin_urlValue in the API
  • industriesValue in the API
  • employee_count_lowValue in the API
  • employee_count_highValue in the API
  • revenueValue in the API
  • descriptionValue in the API

Signal

  • signal_nameValue in the API
  • associationValue in the API
Show the full JSONThe record on this page and the API request

GET /v1/signals/d40a0a47-c1d3-4c5d-87e8-2e1e07a1249a returns this record as JSON. POST /v1/companies/enrich returns every signal for kla.com.

{
  "signal_id": "d40a0a47-c1d3-4c5d-87e8-2e1e07a1249a",
  "signal_type": "sec-10k",
  "signal_subtype": "customerConcentration",
  "detected_at": "2026-08-11T07:02:50.369+00:00",
  "company": {
    "name": "KLA",
    "domain": "kla.com"
  },
  "data": {
    "detail": "Heavy reliance on a single major customer creates significant risk and pressure to maintain service levels and pricing. This concentration makes customer relationship management, service delivery, and financial planning for this key account a top corporate priority.",
    "metrics": {
      "pct": 0.1,
      "timeframe": "multi_year",
      "pct_context": "Minimum revenue from Taiwan Semiconductor Manufacturing Company Limited"
    },
    "summary": "Taiwan Semiconductor Manufacturing Company (TSMC) remains a >10% revenue customer for 3rd consecutive year.",
    "excerpts": "For the fiscal years ended June 30, 2026, 2025 and 2024, the following customers each accounted for more than 10% of total revenues, primarily in the Semiconductor Process Control segment: Taiwan Semiconductor Manufacturing Company Limited",
    "relevance": 0.9,
    "sentiment": "neutral",
    "confidence": "high",
    "source_url": "https://www.sec.gov/Archives/edgar/data/319201/000031920126000027/klac-20260630.htm",
    "filing_date": "2026-08-06",
    "filing_year": 2026,
    "fiscal_year_end": "06/30",
    "sales_relevance": "Diversification strategy",
    "signal_category": "market",
    "regions_mentioned": [
      "Asia"
    ]
  }
}

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