Our customer concentration is the highest tracked - one account 42.1% last quarter, was under 10% a year ago. New AI account coming up as SiC faded. Full year top customer 38.6% from 78.8% two years back, top five 77% from 97%. Tricky part: we use different anonymous labels each filing so tracking the same account across periods is... difficult. Called out TSMC, NVIDIA, Intel, AMD on the call - market roadmap references, not customer confirmations. Revenue small and lumpy, customer list narrow. We'll see how it plays. Okay?
← stream@AEHR solid