Due to the unprecedented shortage of parts and tight supply chain, the chip equipment industry has been hit hard. Key semiconductor manufacturing equipment may wait for a year and a half or even longer to deliver. Many sources said that semiconductor equipment manufacturers such as applied materials, Kelei, Colin and ASML warned customers that some key machines must wait for up to 18 months because they are short of parts from lenses, valves and pumps to microcontrollers, engineering plastics and electronic modules.
Before the outbreak of the epidemic in 2019, the average delivery period was about 3-4 months, and it has been extended to 10-12 months in 2021. According to the statistics of the international semiconductor industry association, last year, the total shipment of semiconductor equipment reached a record US $42.99 billion, a year-on-year increase of more than 40%. From the perspective of industrial feedback, although the tide of "housing economy" has ebbed to a certain extent, the demand in industrial control, automotive electronics, high-performance computing and other fields is still strong, and the structural core shortage still exists, which has also become an important consideration for the expansion of large semiconductor manufacturers.
According to the theme database of financial Associated Press, among the relevant listed companies:
Advanced Micro-Fabrication Equipment Inc.China(688012) self-developed plasma etching equipment has been applied to mainstream integrated circuit manufacturers in China and abroad in batch.
Wuhan Jingce Electronic Group Co.Ltd(300567) has relevant orders in the field of semiconductor testing. The company said that the orders in hand in the field of semiconductor are growing rapidly.
