let's bring in mark ehrman. always great to chat with you. what are you looking for in this set of numbers? >> thank you for having me. samsung like many of the other companies we've been discussing for weeks is writing that ai wave. they have this massive chip division. but into server infrastructure. and given that a lot of these companies want to play large amount of server infrastructure to power this ai evolution -- new online services -- you are seeing a big boon here. that is one of the most important divisions here. a very big part of that is not only on the processor but in the software is. >> samsung is really diversified. they have their fingers in many pies. >> in terms of the other divisions like the components come displays," you're not seeing big increases there. you are seeing samsung being hit for the general slow down this market for non-chinese brands. 19% according to counterpoint research. you are seeing some shifting. this is not only impacting samsung's funds -- and that apple is coming out with a new ipad pro. things w