KLA(KLAC) - 2023 Q4 - Earnings Call Transcript

Okay. Great. That's helpful. As a follow-up, speaking of China, I know the revenue is now back to the 30% level you talked about some of the shipments that came in a little earlier. But I want to ask if this is a little bit different angle. It's clear that there is a big push of self-sufficiency in China, but certain process are harder to replace than others. Can you give us maybe a little bit of color on the competitive dynamics there that some of your process control requirements could be satisfied by dom ...