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Lead times for key equipment supplied by the world’s five largest semiconductor equipment manufacturers have increased by 1.5 to two times, ET reports, citing sources
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Semiconductor equipment lead times have doubled to over a year, prompting Samsung and SK Hynix to pull forward orders to secure capacity amid a supply-constrained AI supercycle.
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Equipment which would normally take six months to deliver may now arrive after a year. Samsung Electronics (005930 KS) and SK Hynix (000660 KS) are looking to place purchase orders earlier than before to account for longer equipment lead times.
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