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You talked about how lithography intensity can benefit from leading-edge memory specifically. I wondered if you could elaborate this and how that's helping litho intensity?
there were some reports mid-quarter talking about China being close to develop its own alternative to EUV lithography tools. I wondered if you could just share your latest view on those
We saw NVIDIA at its GTC event talk about increasing inferencing and reasoning models, driving more semis demand. I wondered if that could be something that could impact your long-term TAM expectat...