According to industry sources cited by South Korea's *Electronic Times* on September 16, lead times for core components required in semiconductor manufacturing equipment have generally more than doubled due to AI demand, with some critical Japanese-made components facing wait times of up to 40 months. This supply chain delay not only threatens equipment manufacturers' production but could also impact the capital expenditure plans of major global chipmakers such as Samsung Electronics and SK Hynix, potentially affecting their ongoing projects in Pyeongtaek and Yongin.