Woofun AI data shows that delivery lead times for major semiconductor manufacturing equipment have doubled, with Applied Materials, ASML, Lam Research, Tokyo Electron, and KLA extending wait periods to 1.5 to 2 times previous levels. Some tools previously delivered in six months now require approximately one year. South Korean domestic suppliers also report extensions, with lead times rising from three to four months to six to eight months.

Samsung Electronics and SK Hynix are monitoring these delays and considering early purchase orders to mitigate production schedule risks. This disruption stems from AI infrastructure investments driving simultaneous global wafer fab expansions, distinct from the 2021-2022 supply chain issues.