KLA Corporation (KLAC) Bank of America Global Technology Conference (Transcript)

Demand Environment - The demand environment has remained stable despite macroeconomic noise, with customers showing strong commitment to investments [3]. - There is a notable return of growth at the leading edge, particularly at the 2 nanometer node, which is driving business for the company [3]. - The company's market share at the 2 nanometer node is higher than at the 3 nanometer node, indicating a strong positioning in advanced technology [3].