“We do expect the revenue on the semi-customer revenue side to come down significantly double-digit. For 2026.”

In context

“tion should have a higher gross margin. Ross Seymore: Thanks for that, Jean. And then one on a small segment of your business, but it seems quite volatile and you talked a little bit about further off than you usually do with the gaming side of things. What is the magnitude down you're talking about this year? Because in 2025, you thought it was going to be flat and ended up growing 50%, which was a nice positive surprise. But now that you're talking about this year being down, then the next-gen Xbox ramping in 2027, I just hope to get some color on what you see as kind of the annual trajectory there. Jean Hu: Yeah. So Lisa can add them all. So 2026, I actually, it's the seventh year of a current product cycle. Typically, when you add this stage over the cycle, revenue tends to come down. We do expect the revenue on the semi-customer revenue side to come down significantly double-digit. For 2026. As Lisa mentioned in her prepared remarks. For the next generation? Yeah. That I think we'll Lisa Su: I mean, we'll certainly, you know, talk about that going forward. But as we ramp the new generation you would expect a reversal of that. Operator: Operator, I think we have time for one more caller on the call, please. Thank you. And our final question comes from the line of Jim Schneider with Goldman Sachs. Please proceed. Jim Schneider: Good afternoon. Thanks for taking my question. Relative to the ramp of your rack-level systems, would you expect any kind of bottleneck in terms of supply constraints in terms of the ramp as you ramp the second half of the year to potentially impact or limit the revenue growth? In other words, maybe talk about whether you expect supply to really kind of”