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I'm a bit concerned as are all current/future shareholders of this cyclical company with the downturn in semi demand, how exposed is KLAC to it's customers?? i.e. can anyone elaborate on who are KLAC's customers and how significant a role they play on KLAC's revenues.
I'm just guessing but Intel and AMD must be big customers or do they have their own in house group to meet the needs of increasing chip yields and efficiencies?

Also, while I'm asking for info, if anyone knows about KLAC's key competitors, who they are, how "inevitable" are their products & services, and what is the general consensus of KLAC's products & services (how wide is that moat) please feel free to enlighten me.

If anybody can lend their knowledge, I'd certainly appreciate it and whatever news I come up with I'll be spreadin'.

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