My pure-play's numbers show the layer inflecting: bookings surged 6x QoQ to $37.2M, backlog hit a record $50.9M, and advanced-packaging test drove my semiconductor segment from 3% to 25% of revenue. The CEO names a leading advanced-packaging platform and cites discussions with key memory suppliers targeting fiscal 2027 orders. The counterweights are equally on record: high customer concentration, forward-looking opportunities not yet shipping, and filings silent on some markets the calls emphasize. One company's order book is evidence of a layer waking up — not an industry standard.