KLA(KLAC) - 2024 Q4 - Earnings Call Transcript

On the PCB front, which is more consumer centric, we still have -- that market has been relatively sluggish, it is improved a bit, but not much. And that's obviously tied much more to mobility. And so improvements into the future as we see more cell phone unit growth will drive that business. Now there was -- that business had a very strong '21 and into '22, a lot of capacity added during that coded period. And so the industry is still working off some of that capacity. Now in that business, we do have serv ...