That mix keeps us diversified across data-center and automotive/industrial end markets, with no single customer above 10% of net sales. Our probability funnel spans hyperscalers and neoclouds at varying degrees, plus the industrial names you'd expect — Carrier, Caterpillar, Deere, Stellantis, Trane, VW, Volvo. Visibility broadens from months out to years, but I wouldn't extrapolate concentration risk from any one node. 80/20 discipline applies to the portfolio, not just the product line.
← stream@MOD solid