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全球晶圆厂投资激增引发设备交付瓶颈，三星与SK海力士拟提前锁单应对
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全球晶圆厂投资激增引发设备交付瓶颈，三星与SK海力士拟提前锁单应对
发布时间：2026-07-26 12:30:03
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全球晶圆厂投资激增引发设备交付瓶颈，三星与SK海力士拟提前锁单应对
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<article><section data-type="rtext"><p>【环球网科技综合报道】7月26日消息，据etnews报道，随着全球半导体制造商加速推进晶圆厂扩建***，半导体制造设备的交付周期已大幅延长至正常水平的1.5至2倍，成为影响产业扩张进度的关键瓶颈。为应对这一挑战，三星电子与SK海力士等头部企业正积极调整***购策略，考虑提前下达***购订单以锁定设备供应。</p><p><i class="pic-con"></p><p>据报道，全球前五大半导体设备供应商——应用材料、阿斯麦、泛林半导体、东京电子及科磊，其核心设备的交付周期已普遍翻倍。以往6个月即可交付的设备，目前新订单的等待时间已延长至约12个月。这一趋势同样波及韩国本土设备厂商，部分企业交付周期已从3至4个月延长至6至8个月，个别后道封装设备甚至需要超过一年才能交付。</p> <adv-loader __attr__inner="7004636" __attr__style="width: auto;position: relative;float: left;border: 1px solid #ebebeb; padding: 20px;overflow: hidden;margin: 10px 30px 40px 0;"></adv-loader> <p>设备交付的延迟正对下游晶圆厂的投产***构成直接威胁。三星电子和SK海力士的***购部门正密切监测上游交付动态，并***通过前置锁单的方式，规避新厂建设延期风险。（青云）</p></section><img src='/image/159671-0' alt='全球晶圆厂投资激增引发设备交付瓶颈，三星与SK海力士拟提前锁单应对'> </div> </div> <div class="newshowbox_r"> <div class="newshowbox_r_t c"> <div class="newshow_pjs"> <div class="newshow_pjs_fx"> </div> </div> <div class="newshow_back"> <a href="javascript:history.back(-1);">返回列表</a> </div> </div> <div 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