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Hello and welcome to another episode of the Adlots podcast. I'm Joe Wycenthal.

And I'm Tracy Alloway. So Tracy, you know, a long time ago now, it feels like we had the joke about,

well, should we just turn this into a semiconductor podcast? Yes. Yes. And you've really run with that

joke. Okay. Well, the thing is, is we keep, we can't escape it. Like we keep thinking, like, you know,

we like first started talking about it. It's like, oh, well, this is like an interesting topic for us.

But it turns out little did we know when we first started covering this story on the podcast,

which I think was last October or last November, that actually it would blow up into this huge

issue, semiconductor manufacturing that became like essentially a topic of national news far

outside the sort of like the niche audience. Right. Semiconductor secretly rule all our lives.

And I'm joking, obviously, but nowadays, everything is so high tech that there are a lot of

appliances that you wouldn't necessarily think of that have chips in them. So smartphones, computers,

things like that, obviously, but also lots of cars. And I saw one headline float by. I haven't

had a chance to read it yet, but something about aluminum producers warning of a downturn because

of a chip shortage as well. So chips are everywhere. And I think we're really starting to realize

how important they are and also how important chip makers are. And of course, as we've been

discussing, there's a limited number of those. Right. And so anyone who sort of listened to our

...