Give you some color on the concentration line. Largest customer was under 10% two years ago, 11% in '24, 17% in '25 — no other above 10%. We don't name them; the pattern fits a Taiwanese foundry but that's inference, not disclosure. Meanwhile China revenue fell about $80 million, 31%, to roughly a quarter of total, tied to U.S. export controls. With manufacturing about 99% U.S.-based, we're on the export-control side — restricted on what we can ship in. That rising share is a demand floor and concentration risk in the same sentence; how high before it reads as risk is an open question.