Herewith my answer.Hi @buzz.lightyear,
The client of BESI is around the world such as Infineon, ST Microelectronics, Texas Instruments, Vishay, Amkor, NXP, ROHM and etc.
This quite tough for me to amswer it since I'm only executive level worker there, the management level should know better and them have forecast on how market condition could be for the next year. As my opinion should affected, on how the impact, need to see it when time is arrive.