KLA Corp at Bank of America Global Technology Conference Transcript
Great. Good morning. Welcome back. I'm Vivek Arya from BofA Securities semiconductor semicap equipment research team. Really delighted to have Bren Higgins, Chief Financial Officer of KLA, join us this morning. I'll go through my Q&A but please feel free to raise your hand if you would like to bring up anything during the session. But with that, a very warm welcome to you, Bren. Really appreciate you joining us.
Yes, thank you for having.
Questions & Answers
And maybe to just kick it off, give us a State of the Union. How is the demand environment now versus you thought at the start of the year? What's better? What's worse from your perspective?
Well, we had
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