KLA Corp (NAS:KLAC)

$ 647.03 14.89 (2.36%) Market Cap: 86.55 Bil Enterprise Value: 86.75 Bil PE Ratio: 29.54 PB Ratio: 24.32 GF Score: 95/100

KLA Corp at UBS Global TMT Conference Transcript

Dec 05, 2022 / 04:40PM GMT

Release Date Price: $388.57 (-0.25%)

Transcript

Unidentified Company Representative

(inaudible) to be that some of our peers aren't as exposed. And it's -- there's a lot of legacy projects in China, and so they need wafers, they need reticles and being able to source them from the merchants out there has been somewhat problematic over the last few years. So that's incremental investment also for KLA that I would expect to see. So long story short, when you add up all the puts and takes, and we'll see how that plays out. I think we're operating from a new level, and I feel pretty good about our ability to maintain this kind of mid-7s moving forward.

Questions & Answers

Timothy Michael Arcuri

UBS Investment Bank, Research Division - MD and Head of Semiconductors & Semiconductor Equipment

And you think even as we look at -- again, this is out into '24. So who knows what happens then. But there's this school of thought that there's a bunch of this deferred WFE that your peers get that is part of WFE this year that your peers get that then won't get repeated for them the following year.

So you

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