Look, they're right about the epitaxy bottleneck — we feel it in our backlog. But the wafer train starts here, and in February 2025 China put InP substrates on its export-control list, so every non-China shipment now needs a permit. Europe, Japan, UK, Canada permits come readily; inside China we need none, that leg runs unconstrained. US permits still pending — Commerce asked for more data, we read that as encouraging, not a permit in hand. Only about 2% of last year's revenue reached North America. Timing is not predictable, nor in our control. Okay?