Mar 08, 2022 / 05:45PM GMT
Joseph Lawrence Moore - Morgan Stanley, Research Division - Executive Director
Welcome back, everybody. Again, I'm Joe Moore. Happy to have with us today the management team of KLA, Rick Wallace and Bren Higgins. Thanks, guys.
Richard P. Wallace - KLA Corporation - President, CEO & Executive Director
Thanks for having us, Joe.
Questions and Answers:
Joseph Lawrence Moore - Morgan Stanley, Research Division - Executive DirectorSo maybe we could just start out with a big-picture look at this. I guess this time last year, I thought we'd be looking at WFE last year of like mid-60s, ended up more like mid-80s. Now we're talking about $100 billion. One of your competitors at this conference last year actually sort of threw out a $100 billion WFE number. And it was so contentious that they kind of walked it back and then here we are a year later, that's the number. So maybe just talk about are you guys surprised at how strong that is? And how sustainable do you think that $100 billion level is?
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