Jukan is right. Korea has seen some weakness recently. A certain Korean equity analyst has also expressed a cautious view, drawing much of his research from information in the Chinese market. This pattern has persisted for several quarters now — this quarter is certainly not the first time. This is largely because China’s inference demand has yet to take off, while the smartphone market there remains concentrated in lower-end models. However, you can also see that his US-based colleagues, the reports we have published, the detailed notes in our latest interview database, as well as surveys such as the most recent Cleveland Research survey, all indicate that the US has broadly accepted a new round of price increases, with the scope of the increases already negotiated and agreed upon. This has also made China's influence on pricing increasingly limited, and in reality it is not nearly as significant as this Korean equity analyst believes. The analyst says Americans are too bullish, but that's simply because the reality is exactly that. If China's inference market were to improve substantially, Chinese buyers would change their stance as well.