First, we haven’t reached the end of the first half of 2026, are only 126 days in at the May 7th time of that article. If in 2025 they shipped 15M, that’s 41K per day. 41K/day * 126 days = 5.2M motherboards, yet they have only shipped 5.0M so far in 2026? Not much difference… ~4%, but probably even less once that initial desirability factor passes and we’re down to getting a system built.