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[Severe supply shortage of semiconductor components in South Korea, lengthening delivery cycle. Some equipment manufacturers may have to wait 40 months] September 17th, according to Korean technology media ETNEWS, industry insiders revealed on the 16th that the delivery cycle for key components of semiconductor manufacturing equipment has more than doubled, and the industry is facing a supply shortage. An executive at a company that produces deposition equipment said: "In the past, parts required for deposition equipment could be received four months after ordering, but recently, the delivery time has been extended to 10 months." Another semiconductor laser processing equipment manufacturer purchases key parts from Japan, and the delivery time may be as long as 40 months. A person in charge of the company said: "We are willing to pay a premium to speed up delivery, but we were told that it is very difficult to shorten the delivery cycle due to limited production capacity of component suppliers." The person in charge added: "Unless an alternative supply chain is found, it will be difficult to start producing equipment immediately." An industry insider said: "Even if the parts industry expands production capacity now, it is too late to meet current demand." The person added: "It is unclear when the AI-driven semiconductor super cycle will end, so upstream suppliers lack active investment in capacity expansion."
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[Two Departments: Consolidating the Development Foundation of the Photonics Industry] On September 15th, the Ministry of Industry and Information Technology and the National Development and Reform Commission issued the "15th Five-Year Plan for the Development of Electronic Information Manufacturing Industry", which mentioned that the development foundation of the photonics industry should be consolidated. Promote breakthroughs in the core technologies of the photonics industry, support the R&D and iteration of simulation design software such as photonic design automation and optoelectronic collaborative design automation, build common process platforms such as micro-nano processing and manufacturing, and optoelectronic fusion integration, lay out research and development innovations in photonic functional materials and process materials, strengthen the supply of light generation, light processing, light sensing, integrated optical chips and micro-nano optical components, and carry out the R&D and industrialization of optical transceiver modules and engines, optical processing modules, laser radars and gyroscopes, and supporting electronic chip devices. Lay out pilot verification platforms around key areas and common needs in the photonics industry, promote achievement verification, process optimization, equipment selection, and technology integration, and accelerate new product development and industrial applications. Promote the penetration of photonic technology into key areas such as artificial intelligence, new communications, ubiquitous terminals, industrial manufacturing, medical health, high-end manufacturing, and urban security.