The Second Biggest Story of the Year

The semiconductor cycle has been really interesting and obviously for me, the second biggest story of the year. I think that makes it the number two, like the number two story of this year. And so yeah, the inventory cycle that we're currently going through, that is my, my number two, my number 2 story. So one question for both of you guys is like, in 2020, 2021, we had these enormous announcements of CapEx from the major manufacturers around the world in both memory and logic. What, what's going to happen to those numbers in the coming years? They're going down.