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 Nasdaq Investor Conference Transcript

Dec 06, 2023 / 10:30AM GMT

Release Date Price: €498 (+0.93%)

Transcript

Joseph Lawrence Moore

Morgan Stanley, Research Division - Executive Director

All right. Good. Well, we're past our start time. So let's keep going. I'm Joe Moore with Morgan Stanley. Very happy to have with us today Bren Higgins, the CFO of KLA. So thanks, Bren, for joining.

Bren D. Higgins

KLA Corporation - Executive VP & CFO

Yes. Thanks for having me, Joe.

Questions & Answers

Joseph Lawrence Moore

Morgan Stanley, Research Division - Executive Director

Maybe we can start with kind of an intermediate term view, your view of the wafer fab equipment market has improved from the start of the year, you're looking at $80 billion. It feels like we're tracking to a number that's maybe even higher than that. So can you just talk about broad brush strokes of what this environment looks like, and then we can go into some of the details.

Bren D. Higgins

KLA Corporation - Executive VP & CFO

Yes. 2023 is an interesting year because it has -- we had the '22

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