KLA Corp (NAS:KLAC)

$ 718.27 7.6 (1.07%) Market Cap: 96.71 Bil Enterprise Value: 99.24 Bil PE Ratio: 37.63 PB Ratio: 31.26 GF Score: 87/100

KLA Corp at Sanford C Bernstein Operational Decisions Conference (Virtual) Transcript

Nov 17, 2020 / 09:30PM GMT

Release Date Price: $241.84 (+0.02%)

Transcript

Stacy Aaron Rasgon

Sanford C. Bernstein & Co., LLC., Research Division - Senior Analyst

Good afternoon, everyone. I'm Stacy Rasgon. I'm Bernstein's senior research analyst covering U.S. semiconductors.

Before we start today, I want to take care of a little bit of housekeeping. I just wanted to mention if you have questions that you'd like to get asked during this presentation, you should have a link to something called Pigeonhole. It should be on the left of your screen, you can submit those questions there, and we'll have time for Q&A like that at the end. We're also doing some live polling during the session through Bernstein's partner Procensus, and you should have a link available for that on the right side of your screen as well.

With the housekeeping out of the way, it gives me a great honor to introduce our guests today, Rick Wallace, the President and CEO; and Bren Higgins, Executive Vice President and CFO of KLA Corporation.

Now the semiconductor capital equipment industry has been doing a bit of a renaissance over the last several years. Even given some of

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