Since GaAs (Gallium Arsenide) fabs are similar to analog fabs in that they do not become outdated quickly, management believes it has sufficient capacity to continue growing its business for two to three more years.
Consider how ITmanagement is handled today by most organizations: when capacity, configuration or performance issues are detected, a ticket typically must be filed and then handled by multiple people as it flows through numerous procedural steps before the problem is remedied.
In the face of wildly uncertain demand, management can find it difficult to make the correct decisions about capital allocation and scaling production capacity.