US chip industry faces 157,000-worker shortfall by 2030, McKinsey warns
A new McKinsey and SEMI Foundation report projects the United States could be short by as many as 157,000 semiconductor workers by 2030, even as companies like Samsung, TSMC and Intel race to build new fabrication plants domestically. Samsung executive Jon Taylor told CNBC he's worried there simply aren't enough technically trained people entering the field to staff these facilities, including Samsung's $35 billion Taylor, Texas complex set to begin production this year.
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America's push to reshore advanced chipmaking is colliding with a decades-old reality: most technical talent and manufacturing expertise migrated to Asia long ago, leaving domestic pipelines thin just as demand for AI-driving chips surges. If companies can't staff new fabs fast enough, it could slow the buildout that policymakers and industry leaders are counting on to reduce reliance on overseas chip production.
- McKinsey/SEMI Foundation project a shortage of up to 157,000 US semiconductor workers by 2030
- Only 3% of US engineering graduates enter the chip industry annually, and 73% of employers struggle to fill roles
- Samsung, TSMC and Intel are simultaneously ramping up US fabs, intensifying competition for scarce engineering and technician talent
Source: cnbc.com — Katie Tarasov, 2026-09-17
Published there as: “Labor crisis in U.S. chip manufacturing leaves Samsung, TSMC desperate for talent”
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