DigiTimes· DIGITIMES·· 2 小时前
芯片厂提前锁定 2029 年设备交付，部分交期超两年
Chipmakers rush to secure equipment for 2029 as lead times top two years
事实摘要
芯片制造商正提前锁定最早 2029 年交付的生产设备，因 AI 驱动的晶圆厂扩产使部分设备交期超过两年。厂商因此比往常提前数年谈判供应合同。报道未披露具体设备品类与合同条款。
原文与核验
这条信号在站内保留事实摘要与战略研判。完整内容和上下文请以原文为准；融资、并购与技术效果以原始披露为准。
正文 · 原文摘要
Chipmakers are moving to secure production equipment for delivery as far ahead as 2029, as AI-driven fab expansion pushes some equipment lead times beyond two years and forces manufacturers to negotiate supply contracts years earlier than usual, South Korea's ETNews reported, citing industry sources.
来源只提供摘要，完整内容请打开原文。
来源：DigiTimes · digitimes.com
所属事件：芯片厂商提前锁定2029年设备交付