South Korean industry insiders said on the 16th that lead times for key components of semiconductor manufacturing equipment have more than doubled, creating supply shortages. A top executive at a maker of deposition equipment said parts that previously arrived in 4 months now take about 10 months; a laser-processing equipment supplier sourcing critical parts from Japan said lead times may stretch to as long as 40 months.

2026-09-17

South Korean industry insiders said on the 16th that lead times for key components of semiconductor manufacturing equipment have more than doubled, creating supply shortages. A top executive at a maker of deposition equipment said parts that previously arrived in 4 months now take about 10 months; a laser-processing equipment supplier sourcing critical parts from Japan said lead times may stretch to as long as 40 months.