Reallocate Apple PCBA volume Plant 3 → Plant 5

Auto-generated from OFPA, PPLA agents based on the prior 24-hour signal window.


Predictive maintenance on SMT line 4 Plant 1 before Friday changeover

Auto-generated from APMA agents based on the prior 24-hour signal window.


Replicate Plant 5 OEE playbook to Plant 6

Auto-generated from PPLA, OWFA agents based on the prior 24-hour signal window.


Pre-shift compressed-air load off TNB peak


Escalate: tier-2 capacitor supplier late shipments to 3 plants

Auto-generated from MMSA, OFPA agents based on the prior 24-hour signal window.


Plant 3 (Bayan Lepas) SMT capacity utilisation at 86% vs Plant 5 (Iskandar) at 78%; +8 pts spare for Apple volume. Apple ECN-2026-1184 in early review; ramp window 96-120 hrs out. Signal still maturing — no action this cycle; reassess once ECN scope is firm.

Apple ECN-2026-1184 ramp lands inside Plant 3 saturation window

Demand sensing on Apple PCBA pulls indicates a 38% week-on-week lift on SKUs A14-PCBA-R2 and A14-PCBA-R3 once ECN-2026-1184 (DDR5 routing change) clears FAT. Plant 3 is already operating at the upper bound of its SMT envelope and cannot absorb the ramp without pushing into DOSH-restricted continuous OT. Plant 5 has 14 pts of headroom on the equivalent SMT cells and the cleanroom AOI line is already qualified for the A14 stencil set after the March cross-qual.

Plant 5 SMT util 78% (7-day avg) with 14 pts headroom across 6 cells

Apple ECN-2026-1184 (DDR5 routing) FAT pass-rate 96% at Plant 5 cross-qual run, 14-Apr

Forecast Apple PCBA pull week-22: +38% WoW on SKUs A14-PCBA-R2/R3

JPJ inter-plant transfer permit MY-IPT-2026-0488 pre-cleared, valid 72 hrs

Lock 60% of A14-PCBA-R2/R3 volume to Plant 5 from Mon 09:00 shift

Trigger Order-Materials handoff for kit pre-stage at Plant 5 SMT cell 5C/5D

Notify Apple customer team of dual-plant allocation under existing MSA Annex 4

Primary risk (~22% probability): Apple FAT slips 48 hrs and Plant 5 ramp burns through the JPJ permit window, forcing a second permit cycle (3-5 day delay). Alternative scenario (~12% probability): Plant 5 AOI false-reject rate spikes above 1.8% on the new stencil set, requiring a Plant 3 fallback that costs ~RM 0.6M in changeover time. Mitigation: hold 40% of volume at Plant 3 as a hot fallback for the first 72 hrs.

Penang→Johor load balancing fits Q2 portfolio plan and protects DOSH OT cap

Plant portfolio model has flagged Plant 3 as the network's most heat-stressed node for three consecutive weeks; continuing to add Apple volume there pushes the line operators past the DOSH 12-hour continuous OT cap on a 5-day basis. Plant 5 (Iskandar) is the designated overflow node in the Q2 portfolio plan and the inter-plant transfer corridor via JPJ road permit is the cheapest realignment in the network at RM 38/kg of PCBA compared to airfreight contingency at RM 240/kg.

Plant 3 operator OT exposure: 11.4 hrs avg continuous vs DOSH cap 12.0 hrs

Plant 5 operator OT exposure: 7.8 hrs avg continuous, 4.2 hrs headroom

Inter-plant transfer cost Plant 3→5: RM 38/kg vs airfreight contingency RM 240/kg

Q2 portfolio plan PORT-2026-Q2 designates Plant 5 as Apple overflow node

IATF 16949 process map for A14-PCBA already mirrored at Plant 5 cell 5C (Mar audit)

Activate Q2 portfolio overflow clause for Apple PCBA SKUs A14-PCBA-R2/R3

Stand up daily Penang↔Johor truck rotation (06:00, 14:00, 22:00) for 14 days

Brief Group CEO on the load-balance shift before Mon 08:00 Chief of Staff sync

Primary risk (~18% probability): Iskandar SEZ customs delay slows the first two transfer cycles, forcing a 12-hr Plant 3 hold. Alternative scenario (~9% probability): Plant 5 operator skill mix on A14 stencil set proves shallower than the March qualification suggested, requiring a 5-day cross-training overlap (~RM 0.4M cost). Mitigation: keep 2 Plant 3 lead techs on rotation to Plant 5 for the first 10 days.

Plant 3 SMT capacity utilisation (%)

Plant 3 SMT util climbing steadily; ramp window still 4-5 days out


SMT line 4 (Plant 1, Bayan Lepas) solder-paste dispenser pressure tracked 3.8 psi → 4.2 psi over the 7-day window against a 6.5 psi failure threshold. Solder-paste pressure baseline edging up; not yet outside normal envelope, but Asset Agent is staging spares in case the trend confirms.

Solder-paste pressure variance on SMT line 4 is the textbook pre-failure signature

The pressure curve on the line 4 stencil dispenser matches the Heller-supplied pre-failure signature (gradual rise from 4.0 → 6.5 psi over 5-10 days, then a step function to seizure). Historical Plant 1 failures on this signature have averaged 9.4 hrs of unplanned downtime and one full ECN rework cycle on the in-process WIP. Friday's planned changeover gives a 4-hour PM slot at zero opportunity cost — slipping past Friday means the next safe window is the following Wednesday, by which point the signature will have advanced into the seizure zone with ~70% probability.

SMT line 4 solder-paste pressure 7-day trail: [3.8, 3.8, 3.9, 4.0, 4.0, 4.1, 4.2] psi (failure threshold 6.5)

Heller pre-failure signature confidence (vendor model): 0.62

Plant 1 historical avg downtime on this signature: 9.4 hrs / event

Friday 23-May changeover slot already reserved (4 hrs zero-opportunity-cost PM)

Spare dispenser head P/N HEL-DSP-4127 confirmed in Plant 1 stores (ROL 2)

Lock 4-hr PM into the Friday changeover slot for SMT line 4

Pre-stage HEL-DSP-4127 dispenser head and stencil cleaning kit at line-side

Notify Asset-Operator handoff for shift-2 tech crew assignment (DOSH-compliant rota)

Primary risk (~18% probability): PM uncovers a deeper Z-axis servo wear pattern that extends the slot from 4 hrs to 8-10 hrs, pushing the Friday-night build into Saturday OT (incremental cost ~RM 80k). Alternative scenario (~14% probability): the pressure trend is a sensor calibration artefact, not a real degradation — PM finds nothing and we burn the slot (sunk cost ~RM 35k tech time). Both are dwarfed by the ~RM 1.2M cost of an in-shift line stop on Monday's Apple ramp.

SMT line 4 solder-paste dispenser pressure (psi)

Pressure climbed 3.8 → 4.2 psi in 7 days; failure threshold 6.5 psi within 10+ days at current slope


Plant 5 OEE running at 84% (top quartile in the network) versus Plant 6 at 70% — a 14 pts OEE gap that maps to ~RM 5.8M annualised throughput uplift if Plant 5's SMED + andon + operator micro-batch playbook lands cleanly. Opportunity confirmed but the rollout team is still finalising the Plant 5 playbook v2 documentation; defer one cycle to ship a clean package.

Plant 5 OEE playbook is the highest-ROI cross-plant transfer in the Q2 portfolio

The Plant 5 OEE uplift (74% → 84% over 9 months) was driven by three reusable elements: a SMED changeover routine that cut SMT die-attach swap from 47 min to 18 min; an andon-triggered escalation tree wired into the Chief of Staff orchestrator; and a micro-batch sequencing rule that holds WIP below 1.5x takt. Plant 6 mirrors Plant 5's equipment topology (same Heller reflow ovens, same Mycronic dispensers) so the playbook is mechanically transferable. The 12-13 pt gap is almost entirely on the elements Plant 5 codified — not on equipment age or product mix.

Plant 5 OEE 9-month trail: 74% → 84% (uplift 10 pts)

Equipment parity: Heller 1913 MK7 reflow + Mycronic MY700 dispensers on both

SMED routine MFG-SMED-2026-018 documented and IATF-aligned

Plant 5 → Plant 6 lead-tech rotation slot reserved for 14 days post-Apple ramp

Approve 14-day Plant 5 → Plant 6 lead-tech rotation starting Wed 28-May

Roll out SMED + andon + micro-batch playbook on Plant 6 lines 6A and 6B first

Set 60-day OEE gate at +6 pts as the go/no-go for full Plant 6 rollout

Primary risk (~22% probability): Plant 6 operator absorption of the SMED routine lags the Plant 5 curve because the night-shift skill mix is younger (avg 14 months tenure vs Plant 5's 31 months), pushing the +6 pt gate from 60 to 90 days. Alternative scenario (~10% probability): Apple ramp pulls Plant 5 lead techs back to Penang in week 2, fragmenting the rotation. Mitigation: phase rollout on 2 lines first and pre-position a Plant 5 backup tech in Johor on day 1.

Plant 6 operator skill matrix is ready for the SMED routine — DOSH headroom is not the constraint

Operator Agent's skill-matrix scan shows Plant 6 has 142 operators already certified on SMT level-2 (the prerequisite for the Plant 5 SMED routine), well above the 95 needed for a 14-day full-coverage rollout. DOSH continuous-OT headroom at Plant 6 is 3.6 hrs average vs Plant 5's 4.2 hrs — close enough that the playbook does not require any structural shift redesign. NIOSH ergonomic assessment for the new andon stations was already pre-approved in the Q1 plant-network safety filing.

Plant 6 SMT level-2 certified operators: 142 (required: 95)

Plant 6 DOSH continuous-OT headroom: 3.6 hrs vs DOSH cap 12.0 hrs

NIOSH ergonomic pre-approval ref MFG-NIOSH-2026-Q1-014 (andon stations)

Plant 6 night-shift absenteeism 7-day: 2.8% (Plant 5 baseline 2.4%)

Operator training bandwidth available: 96 trainer-hours / week (need 60)

Pre-brief Plant 6 shift leads on SMED routine MFG-SMED-2026-018 in week-of

Open 4 training cohorts (24 operators each) across the 14-day rotation window

Wire Plant 6 andon stations into the Chief of Staff orchestrator escalation tree

Primary risk (~15% probability): Plant 6 night-shift absenteeism spikes above 4% (it ran 4.6% in March during Ramadan) and erodes the training cohort completion rate. Alternative scenario (~9% probability): NIOSH re-inspects the andon ergonomic setup and asks for a minor station-height change (~RM 40k rework, 5-day delay). Mitigation: schedule training cohorts on day-shift overlap windows and confirm andon dimensions against the Q1 pre-approval before installation.

Plant 6 OEE (%)

Plant 6 OEE stuck at 70% (Plant 5 benchmark 84%); playbook transfer targets +6 pts in 60 days, +12 pts in 9 months


Plant 1+3 compressor bank pulling 11,800 kWh in the TNB ToU peak window (14:00-22:00 weekdays) at a peak tariff of RM 0.5645/kWh vs off-peak RM 0.2755/kWh. Signal is present but the seasonality cycle is still resolving; defer one cycle to confirm against the May humidity baseline.

Pre-shift compressor pressurisation banks ~28% of daily air demand at off-peak tariff

The Plant 1 + Plant 3 compressor banks supply line-side pneumatics for AOI nozzles, pick-and-place heads, and the cleanroom positive-pressure system. Roughly 28% of the daily compressed-air demand can be banked into a 6 m^3 receiver during the off-peak window (10:00-14:00 and 22:00-24:00) without breaching the 8.5 bar line pressure floor. At current TNB ToU tariffs that swing is worth ~RM 360k/month across the two plants with zero capex — the receivers, dryers, and dew-point controls are already in place from the 2023 ISO 14001 retrofit.

TNB ToU peak tariff (14:00-22:00 weekday): RM 0.5645/kWh

TNB ToU off-peak tariff: RM 0.2755/kWh (delta RM 0.289/kWh)

Available banking capacity: 6 m^3 receiver per plant, 28% of daily air demand

Line pressure floor: 8.5 bar (no breach in dry-run 4-May simulation)

Reschedule pre-shift compressor ramp from 13:30 to 10:00 weekdays

Bias dryer regen cycles into the 22:00-24:00 off-peak shoulder

Wire compressor schedule into the Plant Agent ToU optimiser for daily rolling update

Primary risk (~16% probability): receiver pressure floor breach during a hot-humid afternoon (>85% RH) forces a fallback compressor restart inside the peak window, eroding the saving by ~RM 28k that month. Alternative scenario (~8% probability): ISO 14001 surveillance auditor flags the dryer regen rescheduling as a change-control gap, requiring a paperwork update (~RM 5k consulting). Mitigation: hold a 0.4 bar safety margin above the 8.5 bar floor and log the regen change in the ISO 14001 EMS.

Plant 1+3 compressor bank kWh in TNB peak window

Peak-window draw climbing with humidity; ROI margin still thin


Tier-2 tantalum capacitor supplier (Watch List vendor ID MMS-V-1147) late by 3 days on the most recent shipment lot to Plants 1, 3, and 6 against a 5-day safety-stock buffer. Early-warning band; the Watch List status was renewed last week — Materials Agent is staging a dual-source qualification on a Suzhou alternative as a hedge. A line stop on SMT lines feeding Apple and Dell PCBA would cost ~RM 4.1M over a 5-day window.

Tier-2 capacitor supplier late streak now eats through the safety-stock buffer on TAN-220uF-25V

Vendor MMS-V-1147 (capacitor specialist, Suzhou) has missed three consecutive ATA windows on SKU TAN-220uF-25V — the dominant tantalum capacitor across Apple PCBA boards and the Dell server reference design. Across the 3-plant footprint we are now running on residual safety stock (Plant 1: 3.2 days, Plant 3: 2.8 days, Plant 6: 4.1 days) against a 5-day buffer policy. Vendor's tier-3 sub-supplier of tantalum powder (KEMET sub) is itself on the MITI strategic materials watch list. Dual-source qualification on the alternative (MMS-V-1208, Suzhou) is at 60% completion.

MMS-V-1147 shipment lateness 7-day trail: [0, 1, 1, 2, 2, 3, 3] days (safety buffer 5 days)

Plant 1 TAN-220uF-25V stock: 3.2 days; Plant 3: 2.8 days; Plant 6: 4.1 days

Tier-3 tantalum powder sub-supplier on MITI strategic materials watch list

Dual-source qualification (MMS-V-1208 Suzhou) at 60% (target 100% in 11 days)

Vendor audit window opens 9 days out (audit ref MMS-AUD-2026-Q2-031)

Escalate to Group CEO + Chief of Staff for direct outreach to MMS-V-1147 CEO

Accelerate MMS-V-1208 dual-source qualification from 60% → 100% inside 7 days

Pre-book Customs clearance fast-lane for any airfreight backstop ex-Suzhou

Primary risk (~28% probability): MMS-V-1147 lateness compounds to 10+ days inside the next 5 days and triggers a line stop on at least one of Plants 1/3/6 before the dual-source qualification closes (~RM 4.1M exposure). Alternative scenario (~14% probability): MITI escalates the tier-3 powder situation to a formal strategic-materials advisory, slowing all tantalum imports for 2-3 weeks and forcing a partial board redesign (~RM 2.8M ECN cost). Mitigation: secure 10-day airfreight buffer from MMS-V-1208 pre-qualification stock and brief Customs on the contingency.

Apple + Dell PCBA build plan has no slack to absorb a TAN-220uF-25V stockout

TAN-220uF-25V appears on 14 of the next 30 days' Apple PCBA build cards and 9 of the Dell server reference design build cards. The Apple ECN-2026-1184 ramp lands inside this window, so customer-facing exposure is concentrated rather than diffuse. There is no IATF-approved drop-in substitute for the SKU on the Apple BoM (only on Dell's, where Murata GRM-equivalent is alternate-sourced) so a stockout cascades directly into a customer-impacting line stop within ~3 days at current consumption.

Apple PCBA build cards using TAN-220uF-25V: 14 of next 30 days

Dell PCBA build cards using TAN-220uF-25V: 9 of next 30 days (alternate-sourced)

Apple BoM IATF substitution exception: none filed for TAN-220uF-25V

Apple ECN-2026-1184 ramp inside the at-risk window (Mon+7 days)

Consumption rate across Plants 1/3/6: ~74,000 units / day (7-day avg)

Coordinate with Apple customer team on a 5-day re-sequence option as Plan B

Lock Dell PCBA on the Murata GRM-equivalent for the at-risk window

Daily Order-Materials standup at 08:00 until dual-source qualification is at 100%

Primary risk (~25% probability): Apple declines the 5-day re-sequence and demands we hold the ECN-2026-1184 ramp date, which would put us in a contractual on-time delivery breach (~RM 1.6M LD exposure). Alternative scenario (~12% probability): Dell's Murata GRM-equivalent supplier capacity is tight in week-22 and cannot absorb the full Dell volume swap, forcing partial Dell line slowdown (~RM 0.7M). Mitigation: open the Apple conversation now, before the lateness compounds further.

MMS-V-1147 shipment lateness (days)

Lateness 0 → 3 days over 7 days; breached the 5-day safety-stock buffer on no breach yet — still inside buffer


Plant 3 (Bayan Lepas) SMT capacity utilisation at 89% vs Plant 5 (Iskandar) at 78%; +11 pts spare for Apple volume. Apple ECN-2026-1184 pending FAT sign-off; ramp window 48-72 hrs out. Hold one more day to confirm ECN scope before locking JPJ permit and Plant 5 operator overtime.

Plant 5 SMT util 78% (7-day avg) with 14 pts headroom across 6 cells

Apple ECN-2026-1184 (DDR5 routing) FAT pass-rate 96% at Plant 5 cross-qual run, 14-Apr

Forecast Apple PCBA pull week-22: +38% WoW on SKUs A14-PCBA-R2/R3

JPJ inter-plant transfer permit MY-IPT-2026-0488 pre-cleared, valid 72 hrs

Lock 60% of A14-PCBA-R2/R3 volume to Plant 5 from Mon 09:00 shift

Trigger Order-Materials handoff for kit pre-stage at Plant 5 SMT cell 5C/5D

Notify Apple customer team of dual-plant allocation under existing MSA Annex 4

Plant 3 operator OT exposure: 11.4 hrs avg continuous vs DOSH cap 12.0 hrs

Plant 5 operator OT exposure: 7.8 hrs avg continuous, 4.2 hrs headroom

Inter-plant transfer cost Plant 3→5: RM 38/kg vs airfreight contingency RM 240/kg

Q2 portfolio plan PORT-2026-Q2 designates Plant 5 as Apple overflow node

IATF 16949 process map for A14-PCBA already mirrored at Plant 5 cell 5C (Mar audit)

Activate Q2 portfolio overflow clause for Apple PCBA SKUs A14-PCBA-R2/R3

Stand up daily Penang↔Johor truck rotation (06:00, 14:00, 22:00) for 14 days

Brief Group CEO on the load-balance shift before Mon 08:00 Chief of Staff sync

Plant 3 SMT capacity utilisation (%)

Plant 3 SMT util approaching 90% planning ceiling; Apple ramp will push it through within 48-72 hrs


SMT line 4 (Plant 1, Bayan Lepas) solder-paste dispenser pressure tracked 3.9 psi → 5.0 psi over the 7-day window against a 6.5 psi failure threshold. Solder-paste pressure drift confirmed but still inside +0.5 sigma; PM scheduling can be locked for Friday without disrupting current build plan.

SMT line 4 solder-paste pressure 7-day trail: [3.9, 4.0, 4.1, 4.3, 4.5, 4.7, 5.0] psi (failure threshold 6.5)

Heller pre-failure signature confidence (vendor model): 0.78

Plant 1 historical avg downtime on this signature: 9.4 hrs / event

Friday 23-May changeover slot already reserved (4 hrs zero-opportunity-cost PM)

Spare dispenser head P/N HEL-DSP-4127 confirmed in Plant 1 stores (ROL 2)

Lock 4-hr PM into the Friday changeover slot for SMT line 4

Pre-stage HEL-DSP-4127 dispenser head and stencil cleaning kit at line-side

Notify Asset-Operator handoff for shift-2 tech crew assignment (DOSH-compliant rota)

Pressure climbed 3.9 → 5.0 psi in 7 days; failure threshold 6.5 psi within 5-7 days at current slope


Plant 5 OEE running at 84% (top quartile in the network) versus Plant 6 at 71% — a 13 pts OEE gap that maps to ~RM 5.8M annualised throughput uplift if Plant 5's SMED + andon + operator micro-batch playbook lands cleanly. Plant 6 baseline is stable; minor risk that the Apple ramp pulls Plant 5 lead techs back to Penang in week 2 — manageable with a phased rollout.

Plant 5 OEE 9-month trail: 74% → 84% (uplift 10 pts)

Equipment parity: Heller 1913 MK7 reflow + Mycronic MY700 dispensers on both

SMED routine MFG-SMED-2026-018 documented and IATF-aligned

Plant 5 → Plant 6 lead-tech rotation slot reserved for 14 days post-Apple ramp

Approve 14-day Plant 5 → Plant 6 lead-tech rotation starting Wed 28-May

Roll out SMED + andon + micro-batch playbook on Plant 6 lines 6A and 6B first

Set 60-day OEE gate at +6 pts as the go/no-go for full Plant 6 rollout

Plant 6 SMT level-2 certified operators: 142 (required: 95)

Plant 6 DOSH continuous-OT headroom: 3.6 hrs vs DOSH cap 12.0 hrs

NIOSH ergonomic pre-approval ref MFG-NIOSH-2026-Q1-014 (andon stations)

Plant 6 night-shift absenteeism 7-day: 2.8% (Plant 5 baseline 2.4%)

Operator training bandwidth available: 96 trainer-hours / week (need 60)

Pre-brief Plant 6 shift leads on SMED routine MFG-SMED-2026-018 in week-of

Open 4 training cohorts (24 operators each) across the 14-day rotation window

Wire Plant 6 andon stations into the Chief of Staff orchestrator escalation tree

Plant 6 OEE (%)

Plant 6 OEE stuck at 71% (Plant 5 benchmark 84%); playbook transfer targets +6 pts in 60 days, +12 pts in 9 months


Plant 1+3 compressor bank pulling 12,200 kWh in the TNB ToU peak window (14:00-22:00 weekdays) at a peak tariff of RM 0.5645/kWh vs off-peak RM 0.2755/kWh. Trend is consistent enough to commit; gain is modest (RM 360k/month) but compounding and requires no capex.

TNB ToU peak tariff (14:00-22:00 weekday): RM 0.5645/kWh

TNB ToU off-peak tariff: RM 0.2755/kWh (delta RM 0.289/kWh)

Available banking capacity: 6 m^3 receiver per plant, 28% of daily air demand

Line pressure floor: 8.5 bar (no breach in dry-run 4-May simulation)

Reschedule pre-shift compressor ramp from 13:30 to 10:00 weekdays

Bias dryer regen cycles into the 22:00-24:00 off-peak shoulder

Wire compressor schedule into the Plant Agent ToU optimiser for daily rolling update

Peak-window draw approaching 12,000 kWh planning ceiling; load-shift now positive ROI


Tier-2 tantalum capacitor supplier (Watch List vendor ID MMS-V-1147) late by 6 days on the most recent shipment lot to Plants 1, 3, and 6 against a 5-day safety-stock buffer. Lateness compounding; supplier audit window opens in 9 days and we need the escalation file ready by then. A line stop on SMT lines feeding Apple and Dell PCBA would cost ~RM 4.1M over a 5-day window.

MMS-V-1147 shipment lateness 7-day trail: [1, 2, 2, 3, 4, 5, 6] days (safety buffer 5 days)

Plant 1 TAN-220uF-25V stock: 3.2 days; Plant 3: 2.8 days; Plant 6: 4.1 days

Tier-3 tantalum powder sub-supplier on MITI strategic materials watch list

Dual-source qualification (MMS-V-1208 Suzhou) at 60% (target 100% in 11 days)

Vendor audit window opens 9 days out (audit ref MMS-AUD-2026-Q2-031)

Escalate to Group CEO + Chief of Staff for direct outreach to MMS-V-1147 CEO

Accelerate MMS-V-1208 dual-source qualification from 60% → 100% inside 7 days

Pre-book Customs clearance fast-lane for any airfreight backstop ex-Suzhou

Apple PCBA build cards using TAN-220uF-25V: 14 of next 30 days

Dell PCBA build cards using TAN-220uF-25V: 9 of next 30 days (alternate-sourced)

Apple BoM IATF substitution exception: none filed for TAN-220uF-25V

Apple ECN-2026-1184 ramp inside the at-risk window (Mon+7 days)

Consumption rate across Plants 1/3/6: ~74,000 units / day (7-day avg)

Coordinate with Apple customer team on a 5-day re-sequence option as Plan B

Lock Dell PCBA on the Murata GRM-equivalent for the at-risk window

Daily Order-Materials standup at 08:00 until dual-source qualification is at 100%

MMS-V-1147 shipment lateness (days)

Lateness 1 → 6 days over 7 days; breached the 5-day safety-stock buffer on 2026-05-23


Plant 3 (Bayan Lepas) SMT capacity utilisation at 92% vs Plant 5 (Iskandar) at 78%; +14 pts spare for Apple volume. Apple ECN-2026-1184 drop confirmed for Mon 09:00; 24-hr ramp window. Window is closing — defer past 24 hrs forfeits the Penang→Johor JPJ inter-plant transfer slot already pre-cleared.

Plant 5 SMT util 78% (7-day avg) with 14 pts headroom across 6 cells

Apple ECN-2026-1184 (DDR5 routing) FAT pass-rate 96% at Plant 5 cross-qual run, 14-Apr

Forecast Apple PCBA pull week-22: +38% WoW on SKUs A14-PCBA-R2/R3

JPJ inter-plant transfer permit MY-IPT-2026-0488 pre-cleared, valid 72 hrs

Lock 60% of A14-PCBA-R2/R3 volume to Plant 5 from Mon 09:00 shift

Trigger Order-Materials handoff for kit pre-stage at Plant 5 SMT cell 5C/5D

Notify Apple customer team of dual-plant allocation under existing MSA Annex 4

Plant 3 operator OT exposure: 11.4 hrs avg continuous vs DOSH cap 12.0 hrs

Plant 5 operator OT exposure: 7.8 hrs avg continuous, 4.2 hrs headroom

Inter-plant transfer cost Plant 3→5: RM 38/kg vs airfreight contingency RM 240/kg

Q2 portfolio plan PORT-2026-Q2 designates Plant 5 as Apple overflow node

IATF 16949 process map for A14-PCBA already mirrored at Plant 5 cell 5C (Mar audit)

Activate Q2 portfolio overflow clause for Apple PCBA SKUs A14-PCBA-R2/R3

Stand up daily Penang↔Johor truck rotation (06:00, 14:00, 22:00) for 14 days

Brief Group CEO on the load-balance shift before Mon 08:00 Chief of Staff sync

Plant 3 SMT capacity utilisation (%)

Plant 3 SMT util crossed the 90% IATF-aligned planning ceiling on 2026-05-24


SMT line 4 (Plant 1, Bayan Lepas) solder-paste dispenser pressure tracked 4.2 psi → 5.8 psi over the 7-day window against a 6.5 psi failure threshold. Solder-paste pressure variance has crossed +1 sigma four shifts running; Friday changeover is the last safe PM window before failure threshold.

SMT line 4 solder-paste pressure 7-day trail: [4.2, 4.4, 4.7, 5.0, 5.3, 5.6, 5.8] psi (failure threshold 6.5)

Heller pre-failure signature confidence (vendor model): 0.91

Plant 1 historical avg downtime on this signature: 9.4 hrs / event

Friday 23-May changeover slot already reserved (4 hrs zero-opportunity-cost PM)

Spare dispenser head P/N HEL-DSP-4127 confirmed in Plant 1 stores (ROL 2)

Lock 4-hr PM into the Friday changeover slot for SMT line 4

Pre-stage HEL-DSP-4127 dispenser head and stencil cleaning kit at line-side

Notify Asset-Operator handoff for shift-2 tech crew assignment (DOSH-compliant rota)

Pressure climbed 4.2 → 5.8 psi in 7 days; failure threshold 6.5 psi within 48-72 hrs at current slope


Plant 5 OEE running at 84% (top quartile in the network) versus Plant 6 at 72% — a 12 pts OEE gap that maps to ~RM 5.8M annualised throughput uplift if Plant 5's SMED + andon + operator micro-batch playbook lands cleanly. Plant 6 has 8 weeks of stable baseline data — the rollout window is open and Plant 5 lead techs are available between the Apple ramp cycles.

Plant 5 OEE 9-month trail: 74% → 84% (uplift 10 pts)

Equipment parity: Heller 1913 MK7 reflow + Mycronic MY700 dispensers on both

SMED routine MFG-SMED-2026-018 documented and IATF-aligned

Plant 5 → Plant 6 lead-tech rotation slot reserved for 14 days post-Apple ramp

Approve 14-day Plant 5 → Plant 6 lead-tech rotation starting Wed 28-May

Roll out SMED + andon + micro-batch playbook on Plant 6 lines 6A and 6B first

Set 60-day OEE gate at +6 pts as the go/no-go for full Plant 6 rollout

Plant 6 SMT level-2 certified operators: 142 (required: 95)

Plant 6 DOSH continuous-OT headroom: 3.6 hrs vs DOSH cap 12.0 hrs

NIOSH ergonomic pre-approval ref MFG-NIOSH-2026-Q1-014 (andon stations)

Plant 6 night-shift absenteeism 7-day: 2.8% (Plant 5 baseline 2.4%)

Operator training bandwidth available: 96 trainer-hours / week (need 60)

Pre-brief Plant 6 shift leads on SMED routine MFG-SMED-2026-018 in week-of

Open 4 training cohorts (24 operators each) across the 14-day rotation window

Wire Plant 6 andon stations into the Chief of Staff orchestrator escalation tree

Plant 6 OEE (%)

Plant 6 OEE stuck at 72% (Plant 5 benchmark 84%); playbook transfer targets +6 pts in 60 days, +12 pts in 9 months


Plant 1+3 compressor bank pulling 12,700 kWh in the TNB ToU peak window (14:00-22:00 weekdays) at a peak tariff of RM 0.5645/kWh vs off-peak RM 0.2755/kWh. Peak-hour kWh has climbed 7.6% over 7 days as humidity rises; the pre-shift load-shift is now firmly net-positive at current ToU tariffs.

TNB ToU peak tariff (14:00-22:00 weekday): RM 0.5645/kWh

TNB ToU off-peak tariff: RM 0.2755/kWh (delta RM 0.289/kWh)

Available banking capacity: 6 m^3 receiver per plant, 28% of daily air demand

Line pressure floor: 8.5 bar (no breach in dry-run 4-May simulation)

Reschedule pre-shift compressor ramp from 13:30 to 10:00 weekdays

Bias dryer regen cycles into the 22:00-24:00 off-peak shoulder

Wire compressor schedule into the Plant Agent ToU optimiser for daily rolling update

Peak-window draw climbed past the 12,000 kWh planning ceiling on 2026-05-24


Tier-2 tantalum capacitor supplier (Watch List vendor ID MMS-V-1147) late by 8 days on the most recent shipment lot to Plants 1, 3, and 6 against a 5-day safety-stock buffer. Three consecutive late shipments to Plants 1, 3, and 6 — the 8-day average lateness now exceeds the safety-stock buffer of 5 days on tantalum capacitor SKU TAN-220uF-25V. A line stop on SMT lines feeding Apple and Dell PCBA would cost ~RM 4.1M over a 5-day window.

MMS-V-1147 shipment lateness 7-day trail: [2, 3, 4, 5, 6, 7, 8] days (safety buffer 5 days)

Plant 1 TAN-220uF-25V stock: 3.2 days; Plant 3: 2.8 days; Plant 6: 4.1 days

Tier-3 tantalum powder sub-supplier on MITI strategic materials watch list

Dual-source qualification (MMS-V-1208 Suzhou) at 60% (target 100% in 11 days)

Vendor audit window opens 9 days out (audit ref MMS-AUD-2026-Q2-031)

Escalate to Group CEO + Chief of Staff for direct outreach to MMS-V-1147 CEO

Accelerate MMS-V-1208 dual-source qualification from 60% → 100% inside 7 days

Pre-book Customs clearance fast-lane for any airfreight backstop ex-Suzhou

Apple PCBA build cards using TAN-220uF-25V: 14 of next 30 days

Dell PCBA build cards using TAN-220uF-25V: 9 of next 30 days (alternate-sourced)

Apple BoM IATF substitution exception: none filed for TAN-220uF-25V

Apple ECN-2026-1184 ramp inside the at-risk window (Mon+7 days)

Consumption rate across Plants 1/3/6: ~74,000 units / day (7-day avg)

Coordinate with Apple customer team on a 5-day re-sequence option as Plan B

Lock Dell PCBA on the Murata GRM-equivalent for the at-risk window

Daily Order-Materials standup at 08:00 until dual-source qualification is at 100%

MMS-V-1147 shipment lateness (days)

Lateness 2 → 8 days over 7 days; breached the 5-day safety-stock buffer on 2026-05-22