So how do you see that working in your space?

Yeah, this is a great question, Hans.

I think number one, I think what AI has brought to the table is an opportunity to accelerate aspects of SAP, as well as larger ERP programs across different platforms.

And there are probably three main things that AI actually highlights that have kind of been true for a number of years.

So I'll highlight a few of those.

Number one, we often advise our clients that the concept of data from day one has to be important.

One of the longest poles in the tent is getting master data clean.

What kind of perspectives and best practice advice can you give to our listeners?

And for the first time in years, TSMC has credible competition at the cutting edge.

Intel was first to market with 1880.

That was the first two-nanometer device launch was Panther Lake, which is actually, again, a mobile SLC, but in this case, laptop rather than smartphones.

That's Intel using that capacity for its own manufacturing, so acting as an IDM there.

But what we've seen since... that we've seen a lot of interest from customers in that process.

And I think the successful launch of Panther Leap is a big proof point for Intel that they can deliver a very, very advanced, literally the cutting edge process right now, I would say, in volume, you know, on time.

So demand for advanced packaging, which is largely used by Logic ICs, are seeing that capacity just about being met.

An interesting sign that we've seen Intel partnering with Amcor recently.