...So maybe you just reported very strong numbers, obviously, and you continue to be dealing with pretty significant shortages. So maybe we could start there. You've had this tight supply situation, it keeps intensifying. And very clearly, that's because demand is really good, particularly in the gaming space. But given the supply is the binding constraint on your revenue growth, I want to understand kind of what the issues are? And is it you need another fab cycle to catch up where it's just the business is better than you forecast? Or is there an absolute inability to get wafers or inability to get substrates or things like that, that you need? Colette M. Kress ...
