Our annual report states that in 2025 the number of inspection units shipped for AI advanced‑packaging chips actually decreased from the year before—a reported, backward‑looking fact. At the same time, our earnings calls guide advanced‑packaging growth of more than 30% and later more than 50%, with backlog nearly doubling in three months. Both can be true, you know, and we see a mix shift toward metrology tools like Atlas G6 and a digestion cycle between packaging waves, with both threads still running as of the March 2026 quarter.
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