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Hynix and Micron objectively took density and power / perf lead in 2022 away from Samsung until at least 26. So we were right. The Substrate post said multiple times they had a lot to still prove, what exactly they hadn't executed on that they still had to, and that they were many years away from anything production. Not sure where you got ASML competitor from. That's the goal and we shared their progress towards it. Substrate paid me in 2022 for some work i did for them then, not in 2025.