Capacity broken by demand

Using ONLY the supplied earnings call transcript and no outside information: On this call, does management state that the company is CURRENTLY unable to fully serve existing, present-tense demand for an already-shipping product or service because of its own physical or operational capacity limits, AND that the company is concretely spending money right now to expand that capacity? Answer YES only if BOTH elements are clearly present in management's own words (including management's direct answers to analysts): (1) A present-tense capacity shortfall against REAL current demand — for example: management says they are turning away, rationing, allocating, or delaying orders; lead times have stretched because plants/teams/fleet are full; they are 'sold out' or fully booked for coming quarters; backlog is growing because output physically cannot keep up. The unmet demand must be actual orders or committed customers, not forecasts, pipeline, TAM claims, or hopes ('we see huge future demand' does NOT count). AND (2) A specific, funded expansion of the company's own productive capacity that is already underway or has already been committed with money — for example: a new plant, production line, facility, fleet, data-center capacity, or major tooling under construction or on order; added shifts and hiring already in motion; equipment purchased; expansion capex explicitly approved and being spent. Vague intentions ('we may add capacity,' 'we are evaluating options') do NOT count. Answer NO if: the expansion is justified only by anticipated or forecast demand rather than demand the company is failing to serve today; the 'constraint' is caused mainly by suppliers, component shortages, or logistics rather than the company's own capacity; the spending is routine maintenance, efficiency, or cost-reduction capex; the product involved is not yet launched or not yet generating revenue; the constraint is described as already resolved; or the only mention appears in an analyst's qu Use only the supplied transcript. Answer only YES or NO.