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Material shortages hit semiconductor equipment delivery time, Korean companies expansion plans may be affected

Update time : 2022-06-29 11:36:10

According to South Korea's "Asia Daily" news, TrendForce said on the 23rd, semiconductor equipment once again facing the delivery period extended by 18 to 20 months, or the recent announcement of large-scale investment in expansion plans of Korean semiconductor companies have an impact.

According to the report, TrendForce said, due to the epidemic caused by factory shutdown, logistics blockage, semiconductor industrial control chip process capacity shortage and other multiple factors, excluding the annual fixed production of EUV lithography, the rest of the equipment delivery period again extended by 18 to 30 months ranging from. Among them, the most serious shortage of DUV lithography, followed by CVD, PVD deposition and etching, etc.. Semiconductor equipment delivery period or lead to the manufacturers can not timely implementation of expansion plans, delayed 2 to 9 months.
Recently, several Korean companies have announced expansion plans. Samsung recently announced an investment of 450 trillion won to expand production, including 20 trillion won worth of construction of the second wafer foundry in the U.S. city of Tyler has started construction, planned for the second half of 2024 to put into operation. SK Hynix also announced an investment of 120 trillion won to establish a semiconductor industry cluster in South Korea, and consider adding a semiconductor production line in Cheongju.

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