Biren Technology CEO's roadshow: 50 billion in revenue is just the starting point for a GPU company. Achieving 200 billion in revenue is when you gain leverage in the supply chain. The biggest industry-wide issue next year will still be the shortage of HBM supply. Storage issues are slowing down the industry's convergence speed, extending it from 2-3 years to 3-4 years. Domestic HBM will gradually ramp up production in the first half of next year, with relief expected by 2028.