KLA Corp at Nasdaq Investor Conference Transcript
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.
Yes. Thanks for having me, Joe.
Questions & Answers
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.
Yes. 2023 is an interesting year because it has -- we had the '22
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