Delayed delivery of chip production equipment, TSMC and Samsung are on alert

According to Nikkei Asia's April 10 report, semiconductor equipment makers such as ASML, Applied Materials, KLA, and Lam Research recently notified their customers that they may have to wait up to 18 months to obtain Some key semiconductor production equipment.

Demand for high-performance semiconductor production equipment has surged as demand for high-end chips has surged amid chronic shortages of components produced by semiconductor equipment. SEMI predicts that global semiconductor equipment investment will reach $103 billion in 2022. In January, the figure was up $5 billion from previous estimates. The time from ordering a product to delivery has expanded from three to four months in 2019 to 10 to 12 months in 2021. According to Nikkei Asia, Samsung Electronics, TSMC, and UMC dispatched executives to equipment makers to discuss how to advance equipment delivery dates.

The biggest problem in the semiconductor industry is to ensure the EUV lithography equipment necessary for semiconductor microfabrication. EUV lithography equipment is exclusively produced by ASML. Chipmakers around the world are focusing on securing EUV lithography equipment. As of 2021, ASML's annual output is only 42 devices.

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