for defense, in his words, jim, "how stupid are we?"> i don't want to say that's kind of -- it's an ill advised position because what happened is that taiwan semi, the man who runs, morris chang, he was here, he recognized that they have many more engineers in taiwan per capita. it's much cheaper to make things there. the real intellectual property is kla and it's applied materials, asml, and of course, lam. so those are the ones that have been at the forefront, but the president has said over and over again, you can't keep sending this stuff, asml. we have the ability to stop you. and, like, asml was saying, i don't really care about what you have to say, president biden. >> i know. they have. although, i mean, the company was based and created as a result of u.s. technology. certainly, its history in terms of everything else. it's certainly important in chip making. tsmc is a huge customer. that's not what we're talking about here. but a number of chip makers are facing -- are finding themselves out of a market where other competitors