Q You're good. So yes, where's your head at, Jay? I like that. I'm just like, are these the right questions? Are we thinking about it the right way? And also what the hell is going on that this is top of mind for everyone?
A So I have to admit, it is in many ways very strange to me that suddenly semiconductors are cool and interesting again, because I've worked in and around them for twenty-something years, and for a long time, they weren't cool or interesting. And it's even the most obscure, least glamorous parts of the industry that are, are the most fascinating to people right now, sort of the semiconductor manufacturing equipment. But it's, semis are super important. They're the foundation of all of technology and much of the economy. And I think we're, we've, the combination of trade war and the pandemic and the shortages have really woken everybody up to that reality of how important semis are. And, and, uh, there's a lot to, there's a lot to cover within that. Uh, but yes, semis, semis are foundational to everything.
AI assessment note: “the combination of trade war and the pandemic and the shortages have really woken everybody up”