While researching TSMC's supply chain, I came across an unavoidable company: KLAC. KLAC specializes in inspection—it's like the 'Quality Control Minister' for advanced processes. AI chip complexity keeps increasing → inspection steps keep multiplying → KLA, as the global leader in process control, continues to benefit. KLA has maintained an absolute leading position in the Process Control field for years, with pricing power and the ability to determine yield rates. ASML decides if it can be made; KLAC decides if it can be made profitably on a large scale (yield). Looking at the financials, gross margin hits 60%, net margin is over 30%. Financial performance exceeds expectations. If TSM and ASML are beta, then KLAC is alpha.