Core Viewpoint - Company is experiencing tight capacity in wafer foundry and packaging testing due to factors such as AI demand and shifts in capacity orders, leading to strategic partnerships with key foundries and testing manufacturers [1] Group 1: Capacity and Demand - Company has established deep strategic partnerships with important wafer foundry and packaging testing manufacturers to address capacity supply and production scheduling [1] - Current capacity planning aligns with the company's future order demands, indicating proactive management in response to market conditions [1] Group 2: Supply Chain and Cost Management - There are instances of price increases within the supply chain, prompting the company to actively communicate and coordinate with key suppliers [1] - Company is implementing cost control measures while ensuring effective capacity matching [1]
南芯科技:目前产能规划的相关情况符合公司后续的订单需求