Semiconductor Market Just Broke $1.5 Trillion

And I went back to our 2004 semiconductor forecast, where we projected that the market would hit nearly a trillion by 2028. Well, guess what? We're going to hit a trillion and a half this year. So we were so conservative. But what's really changed, a couple of things changed is back then it was really about all about Nvidia and they were kind of driving the whole ecosystem. And while they still are, the bottlenecks have clearly shifted. Back then there was, you couldn't get your hands on enough GPUs and you still can't, but the bottlenecks are shifting to not only power, but HBM is what's driving that. So semiconductor revenues this year from 2025 to 2026 are projected to grow almost 90%, John.