Look, you know, the structural fact is we don't own a fab alone — our 3D NAND and manufacturing both run through Flash Ventures, the JV with Kioxia operating K1, K2 and Y7 in Japan. Quite frankly, that means capacity, expansion and capex move with the partnership, not on our schedule. I mean, the BiCS tech base goes back to a 2011 development agreement, updated in 2024. The JV asset was $684 million at the April quarter-end, up from $654 million, with $435 million in related-party payables. It's a foundational dependency, not a footnote. We'll see how it tracks.