Octopart

So it's possible.

There are limits where it makes sense and doesn't really make sense because I think the main thing is that a lot of providers, for example, for obsolescence management or lead times component origin, there is already specialists existing, right? So there are silicon experts, Z2Data, Octopart.

There's many different databases already that provide this service in a general way.

I think where we can provide value is to map then the general knowledge to the specific of the designer.

It also includes Altium Sourcing to manage prices of their production BOMs after they get out of the prototype stage.

Octopart is the world's largest search engine for electronics components.

And then we also include integrations with third party component data partners like IHS Markit, which is also known as Accurios-

Right

Um, pause for laughter, right? [laughs] Um, so what ha- what's happening is the data center build out and, and the boom in the generative AI processing, they're absorbing huge amounts of semiconductors and pushing prices up across the board.

Now, that doesn't take too much imagination to figure out how that will happen, but we hear about this from our customers, and we see it in the data that we can, that we provide to our customers.

So Altium's BOM manager products I mentioned before, Altium BOM Portal, Octopart, Duro, which I'll talk a little bit more about later, and Altium Sourcing.

So to give you guys one data point, in the first half of this year, revenue to the semiconductor market has grown approximately 69% over the second half of 2025.