Not too surprised. The semiconductor industry have been dominating and buying up all the OEM equipment and hardware. Just get a quote from THK and be appalled a

Not too surprised. The semiconductor industry have been dominating and buying up all the OEM equipment and hardware. Just get a quote from THK and be appalled at the lead time. The semi industry is extremely cyclical and fairly predictable. But this 5 years have really changed this. It is interesting that the downcycle for the industry never came this time AND it's booming greater than ever. Unfortunately it takes almost 5 years to ramp up the equipment to meet this new demand.