 We started off by talking about TSMC, and you correctly pointed out that it's really at the center of a lot of things, particularly with semiconductors. That's fast becoming if it isn't already the most important industry in the world. The tricky part is it's in Taiwan, very close, a stone's throw from China. Have you been monitoring that relationship? We just had Ed talking about how some ships and planes have entered the airspace of Taiwan. What do you make of that?