Core Viewpoint - The semiconductor industry is facing a severe supply shortage, highlighted by a recent price increase of up to 50% for NAND flash memory from manufacturers [1]. Group 1: Business Adjustments - The company has shifted its business focus to supply cloud service providers and AI hyperscale data center clients, increasing the revenue share from enterprise customers from 10% in the previous quarter to 30% [3]. - Due to supply chain tensions, the company is now requiring shorter payment cycles from customers, with some clients being asked to prepay in full [3]. Group 2: Supply Chain Strategies - The company has signed long-term supply agreements (LTA) with six global NAND manufacturers and two DRAM suppliers to secure supply rather than control costs [3]. - Negotiations are ongoing with some suppliers for prepayment of NAND chip orders in exchange for priority supply rights [4]. Group 3: Inventory and Financial Concerns - The company's inventory value has increased from NT$35.6 billion to NT$50 billion, but concerns remain regarding the adequacy of funds and inventory [4]. Group 4: Technological Development - The company's QLC UFS products are currently being validated by leading smartphone manufacturers, with plans to deliver PCIe 6.0 enterprise SSD controller samples by August this year, while also advancing PCIe 7.0 technology development [5].