KLA Corp at UBS Global Technology and AI Conference Transcript
Good morning. I'm Tim Arcuri. I'm the semi and semi equipment analyst here at UBS. And very pleased to have KLA. Very pleased to have Bren Higgins with KLA, who's the CFO.
Thanks, Bren.
Yeah. Thanks for having me.
Questions & Answers
Great. Well, Bren, let me start by asking you what I'm asking everybody and just to talk about the wafer fab equipment market. Generally, you're sort of pointing to the first half of next year as almost being modestly up. flat to actually modestly up is what you said. And then having an acceleration into the back half of next year, can you talk about the drivers -- does it have to do with DRAM fab readiness, how does the loading of each vertical look next year?
Sure.
| Access to All Earning Calls and Stock Analysis | |
| 30-Year Financial on one screen | |
| All-in-one Stock Screener with unlimited filters | |
| Customizable Stock Dashboard | |
| Real Time Insider Trading Transactions | |
| 8,000+ Institutional investors’ 13F holdings | |
| Powerful Excel Add-in and Google sheets Add-on | |
| All data downloadable | |
| Quick customer support | |
| And much more... |
Trustpilot
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
