I would say in the first nine months of fiscal 2026 three customers each topped 10% of revenue, together 48.9% — up from two at 50.5% a year ago — and we name them only annually, calling them 'our main customer' on calls. About 89% of long-lived assets sit in Thailand, a single-jurisdiction risk the filings flag. Our footprint supports roughly $4.8 billion annual revenue now, toward $8.5 billion as Building 10 and Navanakorn come online through 2026 into early 2027. We build ahead of demand, not on commitments.
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