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Winbond is actually withdrawing from DDR2 to focus on DDR4/DDR3 and said they expect 2027 to be even tighter. They're beginning capacity discussions for 2029-2030 + moving toward higher end, so don't quite see them having much to allocate toward older lines again. As for other players moving toward older lines, qualification takes a lot of time... and there's just very low incentive to. I looked for foundry dependence, PSMC is Taiwanese, so all good geopolitically. As for wafer allocations, if I had to put my supply chain hat resiliency hat on, if ESMT stopped supplying DDR2, it would just be absolute destruction downstream, so don't see that scenario (since they're probably the world's largest merchant supplier for this line if Winbond exits) So don't quite think it would happen... but if they get less wafer allocations, the ASP just gets hiked even more, so earnings would likely remain strong.