SYNTHETIC TRAINING MATERIAL - all names, tools, part numbers, lots and figures are invented. Meeting: TA-07 ALM-217 weekly sync (K-fab) Date/time: Tue 2026-09-29 08:00 Taiwan time (Mon 2026-09-28 20:00 US Eastern) Source: auto-generated speech-to-text transcript, not edited. Speaker labels from the meeting tool. [P01] Ming Lin: Okay, let's start. Thanks Donna and Paul for joining so late on your side. Today we focus on TA-07 at K-fab and the ALM-217 alarm. Jay, can you give us the update? [P02] Jay Chen: Sure. Yesterday morning around nine ten Taiwan time, TA-07 stopped with ALM-217. The customer asked us to hold the tool, so we did. A qualified engineer followed the approved procedure and swapped the F M twenty seventeen module at about three forty in the afternoon, and after that the tool came back up. Before the swap we saved the alarm history from the tool, so we have the log for that morning. [P03] Jay Chen: But last night around ten thirty it showed a similar alarm again, and the night shift put it on hold. So right now this case is not closed. It is still open, we are investigating. [P04] Paul Reyes: Got it. Which lot was the new module, and which lot was the one you took out? [P05] Jay Chen: The new one is L2, installed yesterday. The one we removed is L1. It was installed in May, if I remember correctly. I will double check the date in the system. And just to be clear, TA-07 has had ALM-217 a few times this month, not only this week. TA-11 and TA-12 also had some. [P06] Dana Brooks: Jay, did you keep the removed module? We need it back for the R.M.A. and the F.A. Please don't send it to the general return pool, send it to Paul's team directly. [P07] Jay Chen: Yes, it's in the spare parts cabinet with a tag. I will send the full alarm log and the serial numbers of both modules to Paul by Wednesday. [P08] Paul Reyes: Great. Once we receive the module, we will start the RMA analysis. The queue is a bit long this month, so I can't give a date yet. If you can also send the alarm screenshots and the time of each alarm, that helps the analysis a lot. [P09] Yun Wang: From the QA side, I am pulling all September service records for ALM-217 across TA-07, TA-11 and TA-12. I can share the file by Wednesday as well. [P10] Ming Lin: Thank you. The customer is asking for an explanation and next steps by Friday. And honestly, from the field it does not feel like things got better. Our engineers are still going out for the same alarm. The customer's production team also asked whether they need to plan another shutdown, and whether we have enough spare modules in Taiwan. [P11] Dana Brooks: I understand the frustration. From the HQ side, our data looks a bit different, so let's be careful before we draw conclusions. Our incoming inspection results for L2 were better than for L1, that's what I can say for now. [P12] Dana Brooks: The L2 lot shipped since August should perform better. We can review the field data once the complete log is available. No completion date is agreed yet. [P13] Ming Lin: Could HQ share how many L1 and L2 modules were shipped and installed for K-fab, and roughly how long they have been running? Without that we only have counts, and counts alone don't tell us much. If we know the installed base and the running hours for each lot, then we can actually compare. [P14] Dana Brooks: Let me check if I can share that. Some of it is in a different system. I can't promise anything today. [P15] Paul Reyes: About replacement stock, I think we can probably ship two more modules next week. But please don't quote me on that until supply chain confirms. [P16] Jay Chen: Okay. One more thing, last time the F.A. report took about three weeks. The customer will ask about that. [P17] Paul Reyes: For this one, we'll see. It really depends on the queue and on what we find when we open the module. We also want to see whether the alarm pattern on TA-11 and TA-12 looks the same as on TA-07. [P18] Ming Lin: Then someone should update the customer today, at least to say we are investigating and the tool status. We should not wait until Friday for that. Maybe Amy can send a short note, but we need to decide who checks the wording first. [P19] Dana Brooks: Agreed. And please use the new request template when you send the F.A. request, it saves us a round of questions. [P20] Ming Lin: Thanks everyone. Let's sync again next Tuesday, same time. I will send out the notes after this call.