Alchip: we received several investor queries on Alchip potential entrance into Google TPU v10 compute die, which Gokul views as an optionality into FY29-30 if Google pursues COT (Customer Owned Tooling) model, which has been a key topic in the market. We continue to model MTK primary TPU v9 share and significant v10 share, which would include SerDES (networking) chip design. We have also increased Alchip FY27 Trainium 3 revs to grow +65% even w/ supply constraints, above prior 56%, and mgmt. also sounded mo ...