KLA with macro assumptions on the semiconductor industry:
> CY25-CY30E semiconductor industry CAGR of ~11% > Wafer Equipment grows ~1 pt. faster than Semi to $215B +/- $20B > ~60% foundry / logic, ~40% memory > Process Control market grows > WFE$KLA $Applied Materials(AMAT.US) $Lam Research(LRCX.US)
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