Look, the February separation gives us this standalone lens — you know, a differentiated component supplier with the technology base shared through our partner. Quite frankly we're a NAND pure-play, no HBM or DRAM, and the filing names five-plus competitors: Kioxia first on the manufacturing JV, then Micron, Samsung, SK Hynix, Yangtze Memory, plus smaller assemblers. I mean it's a multi-participant market, not the three-supplier concentration of HBM where we have no exposure. We'll see how it tracks.