Asm International Nv

Yeah, I think, because I think last time already we mentioned that the pace of adoption, customer by customer, is different. There might be even a customer that might completely skip it. We don't know yet, but that's to be seen. And I think for us, based on what we see and think we know today, I think you should take into account 2018. as the first year where we start to see a positive contribution related to Foursquare. My time may be a little bit earlier, I don't know yet, but the timeline is still a little bit uncertain and very different from customer to customer, so I think the best color I can give right now is in 2018.

So, what Paul has mentioned here, you know, we see a strength in memory in 2026, also increasing for us in 2027 and beyond. The biggest increase for us will happen really in the movement to 4F squared, where you have more ALD data. layers and more also epi-intensity, but also we've seen some customers putting in perifemfet in their mode, in their roadmap, and with that we're working with them and we might And since, you know, we've been very prominent in our FinFET technology in logic, so we see some customers really pulling in that technology node. And with that, we probably will get some more layers as customers pull in their FinFET technology node. So the biggest increase would be 28 and beyond, but also we see some increase in 2027.

Understood. Frank, just ask a quick follow-up as well. You've mentioned a few times the sort of pickup in three to seven nanometer transition, and I don't know if you can give any color on whether that's at your largest customer or kind of more broad-based.