I don't think the developed world shifted that much work to Asia. The places that have seen the most manufacturing disappear are Hong Kong and Taiwan.

I still believe, and I believe this quite strongly, that the manufacturing sector will, in fact, recover. This is only one month.

Aircraft is responsible for a lot of that decline. My suspicion is that the manufacturing sector will ease up, but the manufacturing recovery is still in place.

A great deal of work still remains for getting EUV mask blanks ready for manufacturing, but our cleaning methodology has removed another barrier. We are well positioned for the tasks ahead.

China is becoming a major manufacturing base for the world.

The term is not mine. But it's the best description of how Sun is responding to a manufacturing world that has changed.