KLA Corp (WBO:KLAC)

€ 611.9 3 (0.49%) Market Cap: 83.10 Bil Enterprise Value: 85.21 Bil PE Ratio: 29.74 PB Ratio: 24.48 GF Score: 92/100

KLA Corp at Goldman Sachs Communacopia + Technology Conference Transcript

Sep 05, 2023 / 08:45PM GMT

Release Date Price: €479.2 (+1.83%)

Transcript

Toshiya Hari

Goldman Sachs Group, Inc., Research Division - MD

Good afternoon, everyone. Apologies for the delay. My name is Toshiya Hari. I cover the semiconductor space at Goldman Sachs. Very excited, very honored to have the team from KLA this afternoon. We've got Bren Higgins, Executive VP and CFO. We also have Ahmad Khan, President of the Semiconductor Process Control Business. I think Bren is going to start us off with some opening comments, and then we'll follow up with Q&A.

Bren D. Higgins

KLA Corporation - Executive VP & CFO

Sure. Thanks for having us, Toshiya. Glad to be here. Just quickly, just to reiterate some of the themes out of earnings last month. As we sit here in the middle of 2023, we see an industry environment generally with the WFE part of our business down about 20% overall. Our semiconductor process control business within that is set up constructively for another year of outperformance.

We've got a good mix with customers. Customers are continuing to invest in road maps. We're exposed to some infrastructure

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