Per an independent read of our filings, we read as broadly cyclical, not a photonics play, despite the AI supply-chain label. Zero silicon-photonics or photonic-foundry customers named; silicon photonics appears once among broad end-markets. Our AI exposure runs through high-end IC masks for advanced packaging and leading-edge logic — upstream, not specifically photonic. Broad-cycle with AI as one sub-segment driver, structurally adjacent to the photonics theme.
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