NuAxiSemiconductor trade intelligence

[News] Chip Equipment Component Lead Times Reportedly Double, Stretching to 40 Months as Price Pressures Mount

What happened

Lead times for semiconductor equipment components have reportedly doubled, reaching up to 40 months, driven by surging AI demand and limited capacity expansion. This supply crunch is causing delivery delays for major equipment makers like Applied Materials and ASML. Bullish for prices due to persistent shortages.

Impact and signal

High impactImpact score: 95/100

Affected components and suppliers

Deposition Equipment PartsLaser Processing Equipment ComponentsPackaging Equipment Parts

Applied Materials ASML Lam ResearchTokyo ElectronKLA Samsung Electronics

shortagelead-timeprice-pressure

Source and time

Source: TrendForce · 9/17/2026 · View original source

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[News] Chip Equipment Component Lead Times Reportedly Double, Stretching to 40 Months as Price Pressures Mount

What happened

Impact and signal

Affected components and suppliers

Source and time

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