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I mean... if i had to guess, $LPK did claim "80% of customers among major global players have selected LPKF equipment". Kinda clear glass substrates is the next packaging shift! From est. timelines, major players like Absolics is ramping H2 2026, Samsung Electro Mechanics 2027 + their partners. Then there's major shifts like TSM CoPoS 2028 (seems possible $LPK upstream exposure, unconfirmed). Just that claim of 80% is staggering and my personal expectation was markets might price it in eventually as they volume ramp (disclosure, own LPK). Don't think there needs to be any major news, probably just getting closer to HVM timelines.