if you could get very advanced equipment from foreign countries, why would you take a chinese equipment that's less reliable and which is going to increase your production cost? so i think one of the knock—on effects of this export control is that it actually incentivised china's local semiconductor industry to fix these weak points they have been working on for years, but they haven't seen any progress. is this an opportunity for chinese companies? well, for certain chinese companies, it might be an opportunity. but for many others, it's, of course, an extraordinary headache, because they have to find alternative sources of equipment, components that are, in many cases, not as good as what they were previously using. i think, in aggregate,