Core Viewpoint - The recent share price correction due to the delay in the ramp-up of the Tesla Optimus Gen3 is considered excessive, as the company is well-positioned for strong growth in its core business lines, particularly in the automotive and industrial segments, which are expected to lead in revenue and margin expansion through 2026 and beyond [1][2]. Revenue Growth Forecast - Industrial and automotive revenues are projected to grow at CAGRs of 55% and 75% respectively from 2025 to 2027, driven by increased demand for microcontroller units (MCUs) related to AI server cooling and smart driving/cockpit applications [1][2]. Gross Profit Margin - The gross profit margin (GPM) for the industrial and automotive segments is approximately 60%, which positions the company well to withstand price competition pressures from the smart small household appliance segment [3]. New Product Development - The company has made significant investments in R&D, mergers and acquisitions, and international markets, focusing on differentiated technology and vertical integration. It has expanded its product offerings beyond traditional BLDC motor driver ICs to include RDC/BF sensors for precise motor control in industrial and robotic applications, as well as active miniature cooling fans for smartphones [4]. Catalysts for Growth - Key catalysts for growth include: 1) securing more design wins in the automotive and industrial segments, 2) potential upside from emerging sectors such as robotics, sensors, and e-mobility, and 3) positive developments regarding the Tesla Optimus project [5].