news out of China where I've seen reactions really along a spectrum of like this is the equivalent of like what ASML had in 2001 or something. Or like no, this is actually the first bit of news in a a new story for how we should think about the global supply of cutting-edge compute. >> I think both could be true. You know, it's just like um like let's just make an analogy. Like let's just say a DUV machine was a jet turbine and now like an EUV machine is like warp drive.
news out of China where I've seen reactions really along a spectrum of like this is the equivalent of like what ASML had in 2001 or something.