That's a great question, analyst. You know, I would say this: we describe our largest customers as concentrated in semiconductors - a limited number accounting for a significant portion - but we don't name them. There are two points - one, the OEMs are inferable from the filing language but not disclosed; two, we sit one step below the tool makers, so AI exposure runs through them to the datacenter, not direct. No chip-vendor reference partnership is disclosed. The best people to answer that are probably our customers.
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