Capacity built ahead of demand is now sold out

Using ONLY the supplied earnings call transcript and no outside information: On this call, does management state that a specific piece of PHYSICAL OR STRUCTURAL CAPACITY the company already built, bought, hired, or brought online is now FULL, SOLD OUT, CONSTRAINED, OR ALREADY BEING EXPANDED AGAIN sooner or larger than originally planned — i.e., a capacity investment the company committed to BEFORE the demand arrived has been absorbed faster than management itself expected? Answer YES only if BOTH of the following are clearly present in management's own words (including management's direct answers to analysts): (1) A SPECIFIC, ALREADY-COMMITTED CAPACITY ASSET is identified. Examples: a named new plant, line, fab, mine, well pad, kiln, reactor, or expansion phase; a specific data-center, cloud region, or megawatt/rack buildout; a fleet, vessel, rig, or facility addition; a new distribution center, clinic, store format, or lab; a named sales-force, engineering, or capacity-cohort headcount build. The company must have already spent, contracted, or staffed for it — not merely planned or "evaluating" it. AND (2) Management says that capacity is ALREADY EXHAUSTED OR BEING OUTRUN — using language such as sold out, fully booked/allocated, at or above nameplate, running at full utilization, "we are capacity constrained," "we are turning away / allocating / rationing customers," "it filled up faster than we modeled," "we are pulling forward Phase 2," or "we are already adding a second line/site because the first is full." The absorption must be presented as faster or larger than the company originally underwrote. Answer NO if: capacity is described as ramping, on schedule, or expected to fill in the future; utilization is merely "improving" or "healthy"; the constraint is external (supplier, chip, freight, permitting, labor market) rather than the company's own installed capacity being full; the company is announcing a NEW capacity plan without stating that existing new capacity is already absorbed; the "sold out" language refers to ordinary seasonal peaks, routine backlog, or a legacy footprint that has always run full; the tightness comes from the company deliberately shrinking or idling capacity; or the claim appears only in an analyst's question or a third-party quote that management does not itself affirm. Use only the supplied transcript. Answer only YES or NO.