In the most recent quarter one customer was 42.1% of revenue—a customer that was under 10% a year earlier—reflecting a new AI‑dominant account emerging as an older silicon‑carbide customer faded. Our filings show the highest customer concentration of any tracked company, with the top customer at 38.6% down from 78.8% two years ago and the top five at 77% versus 97% before. Every customer is anonymous and we use different labels each period, so tracking a single account is difficult. On the call we name‑dropped TSMC, NVIDIA, Intel and AMD as roadmap references, not customer confirmations. Okay?
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