Sreekrishnan Sankarnarayanan

it feels like PVD is moving to ALD, on the CVD, CMP and etch side, besides the usual U.S. and Japanese competitors, there's increasing domestic China competition

will the incremental CPU demand actually benefit KLA or not as much

you folks gained share in PECVD quite a bit last year. I'm curious which vertical drove that PECVD share gain

the upgrade to the WFE numbers, the $135 billion going to $140 billion plus. Is there a way to segment

is there a way to figure out how much of that is related to AI data center and neocloud versus traditional cloud?

is that the right way to think about it, data centers is a 300-plus exabyte market this year going to mid-400

are you just increasing capacity per unit or are you actually increasing the units of Head capacity

how much of the gross margin upside is driven by pricing? How much is driven by product mix? How much is driven by cost reduction

I'm wondering if you're rethinking your pricing strategy for HAMR i.e., can you increase it further?

How big is the market this year? Is it like tens of millions of dollars this year?

is it fair to assume that's a huge tailwind for your gross margin given those legacy eagle testers