Full-Time

Supply Chain Program Manager

Critical Materials

KLA Corporation

KLA Corporation

10,001+ employees

Provides process-control, inspection, metrology tools

Compensation Overview

$102.2k - $173.7k/yr

+ Performance incentive programs + Employee stock purchase program + 401(k) company matching

Ann Arbor, MI, USA

In Person

Travel up to 20% of the time may be required.

Bachelor's, Master's, MBA, PhD

Category
Operations & Logistics (1)
Business & Strategy (1)
Required Skills
Supply Chain Management

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Requirements
  • A bachelor's degree in Supply Chain Management, Operations, Engineering, Materials Science, Mining, or a related field is required; alternatively, six years of experience with a master's degree, three years of experience with a PhD, or equivalent work experience is accepted.
  • At least 8 years of progressive experience in supply chain management, engineering, materials science, or related technical teams is required, with exposure to constrained materials or complex, high-risk supply ecosystems.
  • Strong understanding of global supply chain dynamics, including capacity risk, supplier financial health, geopolitical exposure, supply chain mapping, regulatory requirements, and operational resilience.
  • Working knowledge of global regulatory, trade, environmental, social, and governance, and sustainability risk factors impacting complex, multi-tier supply networks.
  • Ability to travel up to 20% of the time as needed.
Responsibilities
  • Maintain expertise in critical minerals and constrained materials markets by synthesizing supply, demand, regulatory, and geopolitical dynamics into executive-ready insights.
  • Engage with suppliers, industry consortia, and relevant third-party organizations to monitor emerging risks, validate market intelligence, and inform constrained materials strategies.
  • Assess enterprise risk across identified and emerging critical minerals and constrained materials, and translate findings into standardized dashboards.
  • Prepare and present executive-ready materials for senior leadership forums, including steering committees and executive reviews, to support constrained materials risk decisions.
  • Perform where-used analysis across global products and supply chains to identify internal exposure and potential vulnerabilities.
  • Lead the development and execution of constrained materials strategies informed by market realities, regulatory developments, and geopolitical tensions.
  • Lead complex cross-functional projects, driving execution, milestones, and accountability to deliver strategic objectives.
  • Partner with Supply Chain, Engineering, Legal, Compliance, Environmental, Social, and Governance, and other stakeholders to drive alignment and execution of constrained materials strategies.
  • Drive change in complex, uncertain, and rapidly evolving environments.
  • Project-manage other supply chain risk initiatives as needed.
  • Provide ongoing insights from market trends and third-party intelligence platforms that may affect the supply chain, particularly geopolitical and emerging legislative risks.
  • Hold cross-functional stakeholders accountable for agreed program commitments, milestones, and deliverables.
  • For projects and initiatives with varying risk profiles, define scope, timelines, team structure, deliverables, resource requirements, and budgets.
Desired Qualifications
  • An advanced degree, such as a Master of Business Administration or Master of Science, is strongly preferred.
  • Demonstrated experience in critical minerals, rare earth elements, or constrained materials supply ecosystems is strongly preferred.
  • Project Management Professional certification or equivalent program management certification is preferred.

KLA Corporation provides process control and yield management solutions for semiconductor manufacturers. Its offerings include advanced inspection tools, metrology systems, and computational analytics software that together detect defects and help correct process variations in semiconductor fabrication. The equipment and software collect data from production lines and analyze it to identify root causes of defects, enabling manufacturers to adjust processes and improve yields. What sets KLA apart is its integrated portfolio of high-precision hardware, software licenses, and ongoing service contracts aimed at reducing defects and improving reliability across the production cycle, along with a strong emphasis on data-driven analytics. The company’s goal is to help customers produce higher-quality electronic devices more efficiently, and it aims to power its global operations with 100% renewable electricity by 2030.

Company Size

10,001+

Company Stage

IPO

Headquarters

Milpitas, California

Founded

1997

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Simplify Jobs

Simplify's Take

What believers are saying

  • FY2026 revenue reached $13.58 billion, and Q1 FY2027 guidance is $4.0 billion.
  • Advanced packaging process-control revenue targets $1.1 billion in calendar 2026, up over 70%.
  • Free cash flow hit $4.01 billion, funding buybacks and a 17th dividend raise.

What critics are saying

  • China supplied 31.2% of revenue through nine months of fiscal 2026.
  • Reuters reported January 2026 U.S. curbs stopped KLA sales and service to advanced Chinese fabs.
  • If export controls widen, KLA loses service revenue, installed-base pull-through, and China share permanently.

What makes KLA Corporation unique

  • KLA's 58% process-control share makes it the semiconductor tax collector at advanced nodes.
  • It leads advanced wafer-level packaging process control, winning hybrid-bonding and HBM complexity.
  • Services and software monetize installed tools, reinforcing switching costs across fabs worldwide.

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Benefits

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

401(k) Retirement Plan

401(k) Company Match

Employee Stock Purchase Plan

Wellness Program

Paid Vacation

Paid Holidays

Family Planning Benefits

Growth & Insights and Company News

Headcount

6 month growth

18%

1 year growth

18%

2 year growth

18%
PR Newswire
Jul 28th, 2026
KLA reports Q4 revenue of $3.66B, forecasts Q1 revenue of $4B as AI infrastructure drives demand

KLA Corporation reported fourth quarter fiscal 2026 revenues of $3.66 billion, above the midpoint of guidance. GAAP diluted earnings per share came in at $1.04, whilst non-GAAP diluted EPS reached $1.05, both at the upper end of guidance. For the full fiscal year ended 30 June 2026, the semiconductor equipment manufacturer posted revenues of $13.58 billion and GAAP diluted EPS of $3.66. Operating cash flow for the year totalled $4.14 billion, with free cash flow of $3.77 billion. The company returned $3.35 billion to shareholders during fiscal 2026 through dividends and share repurchases. KLA completed a ten-for-one stock split on 11 June 2026. For the first quarter of fiscal 2027, KLA expects revenues of $4.0 billion, plus or minus $200 million, with non-GAAP diluted EPS projected at $1.16, plus or minus $0.10.

Yahoo Finance
Jul 27th, 2026
KLA stock pulled back 15% before earnings, but analysts see 9.4% upside

KLA is set to report quarterly earnings Tuesday after the bell, with analysts expecting 13.7% year-on-year revenue growth. The semiconductor equipment maker's shares closed at $210.52, down 15% over the past month but still up 16% over 90 days. The most popular valuation framework suggests KLA is 9.4% undervalued, placing fair value at $232.43 per share. That outlook assumes multiyear AI-driven wafer fabrication spending will remain durable, supported by government incentives and increasing process complexity. Estimates have been broadly reaffirmed over the past month, meaning this earnings report will serve as a check on whether KLA is meeting current expectations for the semiconductor equipment cycle. The valuation relies on continued revenue expansion, rising margins, and a premium earnings multiple through 2026. Risks include potential tariff pressure on margins, weaker China demand, and tighter export controls.

Yahoo Finance
Jul 14th, 2026
KLA Corporation leads with 41.7% margin while Covista and Matson underwhelm

KLA Corporation stands out as a profitable long-term investment, whilst Covista and Matson underwhelm, according to StockStory analysis. KLA Corporation, a leading supplier of semiconductor inspection equipment, demonstrated strong fundamentals with a 41.7% operating margin and 15.2% annual revenue growth over five years. Its 30.5% free cash flow margin provides flexibility for capital deployment. Covista, formerly DeVry Education Group, showed concerning signs with 15.2% annual sales growth below sector averages. Its free cash flow margin is expected to contract by 3.8 percentage points, whilst its 9% return on capital suggests difficulty finding profitable growth opportunities. Matson, an ocean transportation provider, posted disappointing 3.3% annual revenue growth over two years. Its free cash flow margin shrank by 13.2 percentage points over five years, indicating increasing capital consumption to maintain competitiveness.

Yahoo Finance
Jun 19th, 2026
KLA Corporation stock surges 109% in six months on strong financials and 40% operating margin

KLA Corporation, a leading supplier of semiconductor chip measurement and inspection equipment, has seen its stock price surge 109% over the past six months, reaching a new 52-week high of $260.62 per share. The company has demonstrated strong financial performance across multiple metrics. Its revenue grew at 15.2% annually over the past five years, outpacing the average semiconductor company. KLA Corporation has maintained elite profitability with an average operating margin of 40% over the last two years. The company's free cash flow margin averaged 30.5% over the past two years, ranking amongst the best in the semiconductor sector. Formed in 1997 through a merger of two semiconductor yield management companies, KLA Corporation continues to dominate its niche market with equipment essential for chip manufacturing quality control.

Yahoo Finance
Jun 8th, 2026
KLA beats Q3 expectations but stock drops 5% despite strong AI-driven semiconductor demand

KLA Corporation delivered strong Q3 FY26 earnings, beating revenue, earnings and gross margin expectations, yet shares fell over 5% as investors questioned near-term earnings conversion. The company holds 58% market share in process control and is benefiting from AI-driven manufacturing complexity, with advanced packaging expectations nearly doubling. However, KLA's 11% growth lagged behind peers like Lam Research, which grew 24%, highlighting sequencing risk as deposition and etch tools lead before inspection demand fully materialises. Non-GAAP gross margin of 62.2% is expected to decline to 61.75% due to DRAM costs, tariffs and mix effects. Trading at 37 times forward earnings, analysts suggest fair value around $1,780. The structural bull case remains intact, with KLA positioned as the "tax collector" of semiconductor manufacturing as complexity increases.