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.
cnbc.com
· 2026-09-17
SK hynix is reportedly discussing options with Intel for U.S.-based chip production, including leasing space at Intel's under-construction Ohio One facility or forming a joint venture involving Intel and AI hyperscalers seeking HBM supply. The talks come as SK hynix expands its Indiana HBM packaging plant following its $26.5 billion Nasdaq listing, though neither company has confirmed the discussions.
tomshardware.com
· 2026-09-16
A new federal decision will cut Arizona's yearly Colorado River allocation by more than 25 percent, straining a state that depends on the river for over a third of its water supply. The cutback arrives as TSMC and Intel expand massive, water-intensive semiconductor fabs in the state to meet surging AI-driven chip demand. City officials and industry leaders are now racing to conserve water and secure alternative sources as costs rise for both manufacturers and residents.
theverge.com
· 2026-09-11
GoKawiil