Capacity sold out ahead of build

Using ONLY the supplied earnings call transcript and no outside information: Does management state that customer commitments have already absorbed capacity, supply, or production slots that the company has not yet built, delivered, or brought online — i.e., that demand is contractually or firmly committed ahead of physical availability? Answer YES only if, somewhere in the call (prepared remarks or Q&A), management describes at least one of the following about its OWN capacity or supply: (a) existing capacity, lines, plants, fleet, slots, or inventory positions are "sold out," "fully committed," "fully booked," or "allocated" for a stated forward period; (b) capacity or units still under construction, in qualification, or not yet shipping are already spoken for, pre-sold, reserved, or covered by signed customer commitments, prepayments, take-or-pay contracts, or long-term supply agreements; or (c) management says it is deliberately adding capacity BECAUSE customers have already committed to take the incremental output, and cites those commitments rather than a general demand forecast. The claim must be management's own affirmative statement about committed customer demand exceeding what the company can currently supply, and it must be specific about the capacity, product line, facility, or contract involved. Answer NO if the discussion is only about strong demand, long backlog, a large pipeline, high bookings, or book-to-bill without any statement that capacity/supply is committed ahead of availability; NO if the constraint is described as coming from suppliers, component shortages, logistics, or labor rather than from the company's own capacity being fully claimed by customers; NO if the sold-out or fully-committed condition is described as past, ending, easing, or being resolved by softening demand; NO if it is only an analyst's characterization that management does not confirm; and NO if management is merely expressing hope or an expectation that future capacity Use only the supplied transcript. Answer only YES or NO.