Core Viewpoint - The expansion of AI applications is driving a rapid increase in storage demand, leading to potential supply shortages for BT substrates and Flash/SSD packaging ICs starting from mid to late August [1] Group 1 - Company executives indicate that the supply of BT substrates is continuously tight, which may result in localized shortages [1] - The company plans to strengthen control over shipment schedules to meet the long-term needs of its customers [1]