I know that STT demand have been increased in July and Aug but previous delivery plan (plan 26-June), your delivery schedule is OK.
There are not impact to STT production.
Frankly speaking, as you said, you have capacity problem, so why can you confirm delivery plan on 26-june?
Many POs of these critical parts didn’t issued on last Friday, example is below.
For Lens GO, new POs were issued on last Friday only three POs. If you cannot support a new POs that’s just issued, I understood for that point.
But many old POs, you see it already , why do you just feedback?
If I miss some point, please advise me.