Is There Any Evidence of Supply Chain Diversification in the Semiconductor Space?

China doesn't occupy a huge percentage of the overall manufacturing of semiconductors today. The controls that are being put in place, they're basically more about future growth, future opportunities. And even the end market, if you look at some of the restrictions being placed around areas such as AI, it's not a big end market demand today. So this is a long-term issue then from mainland China, but certainly it introduces some risk around supply chain.