Buy Crypto
Pay with
USD
USD
Buy & Sell
Hot
Supports Visa, Mastercard, SEPA & more
P2P
0 Fees
Flexible trading, zero fees
Gate Card
Use your crypto for payments worldwide
Markets
Trade
Basic
Advanced
Futures
Futures
Access hundreds of perpetual contracts
CFD
Gold
One platform for global traditional assets
Options
Hot
Trade European-style vanilla options
Unified Account
Maximize your capital efficiency
Demo Trading
Introduction to Futures Trading
Learn the basics of futures trading
Futures Events
Join events to earn rewards
Demo Trading
Use virtual funds to practice risk-free trading
Stocks
CFD
Stock CFD Derivatives
US Stocks
Access real US stocks and ETFs
HK Stocks
Trade quality Hong Kong-listed stocks
Korean Stocks
SK Hynix
Real Korean stocks and top assets
Stock Futures
High leverage, 24/7 trading
Tokenized Stocks
Backed by real stock assets
IPO Access
Unlock full access to global stock IPOs
GUSD
3.8%
Mint GUSD for Treasury RWA yields
Stocks Activities
Trade Popular Stocks and Unlock Generous Airdrops
Earn
Launch
CandyDrop
tag
Collect candies to earn airdrops
Launchpool
Quick staking, earn potential new tokens
HODLer Airdrop
Hold GT and get massive airdrops for free
IPO Access
tag
Unlock full access to global stock IPOs
Alpha Points
Trade on-chain assets and earn airdrops
Futures Points
Earn futures points and claim airdrop rewards
Investment
Square
Square
Post, share, and explore crypto trends
Live
moments live
Live crypto market analysis
Chat
Chat with crypto traders
News
What is happening in crypto
flower_head
More
Promotions
AI
Others
TradFi（新）
JMKE IPO
Rewards
Square
Latest
Hot
News
Profile

Korean media: Global semiconductor equipment delivery cycles are set to double; Samsung and SK Hynix plan to place orders early

MeNews
robot
Abstract generation in progress
ME AI news: On July 24, the recent longest delivery cycles for leading semiconductor manufacturing equipment have been extended to 2 times the original. Applied Materials, ASML, Lam Research, Tokyo Electron, and KLA together account for about 70% of the global semiconductor equipment market, and their main equipment delivery cycles are generally extended to 1.5 to 2 times. Some equipment with a normal delivery cycle of 6 months now needs to wait about 1 year. Korean local equipment makers are seeing similar situations as well. A Korean company supplying front-end and back-end equipment to TSMC and Micron has seen some product delivery cycles increase from 3 to 4 months to 6 to 8 months; another Micron back-end equipment supplier has raised its delivery cycle to 1.5 times, with some equipment waiting longer than 1 year. Equipment delivery delays may affect the wafer fab’s planned production ramp-up schedule. Samsung Electronics and SK hynix have begun closely monitoring equipment delivery status and are considering placing purchase orders earlier than originally planned to reduce the risk of equipment being unable to enter on time. This round of extended delivery cycles differs from the supply-chain disruption in 2021 to 2022; it is mainly driven by AI infrastructure investment boosting chip demand. With wafer fab expansions occurring in parallel across countries and companies, equipment orders have surged. As global wafer fab investments continue, shortages in supplies related to equipment and plant construction may persist. (Source: MLion)
SK Hynix-8.33%
SKHY-8.74%
AMAT-4.70%
ASML-2.57%
LRCX-4.50%
View Original
This page may contain third-party content, which is provided for information purposes only (not representations/warranties) and should not be considered as an endorsement of its views by Gate, nor as financial or professional advice. See Disclaimer for details.
  • Reward
  • Comment
  • Repost
  • Share
Comment
Add a comment
Add a comment
No comments

  • Pinned

Sitemap