- The company has a nice niche and is well positioned for the Chinese efforts to build their own chips industry and the coming evolution towards EUV.
- The company has industry leading margins and could very well increase payouts to shareholders pretty soon.
- The share valuation seems pretty reasonable, so we don’t see concerns from a valuation point of view.
KLA-Tencor Has Plenty Of Room To Run
December 5th, 2017 · No Comments