You have Lam, Applied, and KLA in SV which are 3/5 of the largest equipment suppliers. Along with that the entire supply chain and support. You also have most o

You have Lam, Applied, and KLA in SV which are 3/5 of the largest equipment suppliers. Along with that the entire supply chain and support. You also have most of your likely customers nearby. So it remains expensive and still a great place to start.