Great question - we measure what the partnership builds, and our own filings show a divergence we don't resolve. The annual report states inspection units for AI advanced packaging decreased in 2025, while the calls guide advanced packaging up more than 50% with backlog nearly doubling. A mix shift toward metrology - Atlas G6 for newest logic and DRAM - and a digestion cycle between packaging waves both look operative as of the March quarter, not one or the other. That's the measurement we're living with.