Look, February 2025 China put InP substrates on its export-control list — every non-China shipment now needs a permit. Okay? Europe, Japan, UK, Canada permits come readily. Inside China we need none, that leg runs unconstrained, InP-laser revenue more than doubled quarter over quarter. US permits still pending, not denied — Commerce asked for more data, we read that as encouraging, not a permit in hand. Result: about 2% of last year's revenue reached North America. Timing is not predictable, nor in our control, doesn't align with our quarters. Okay?