The shortage of talent in the semiconductor industry will be a test for the nascent semiconductor manufacturing industry in the United States.
The New York Times reported that Taiwan Semiconductor has begun recruiting technical talent for its Arizona fab through short-term job training. After completing 10 days of training at a local community college, you can become a member of TSMC when the fab opens.
With billions of dollars of federal support, U.S. semiconductor manufacturing is booming. President Joe Biden has said the money will create thousands of high-paying jobs, but the question is whether there will be enough workers to fill them.
Shari Liss, executive director of the Semiconductor Equipment and Materials Association (SEMI), told the New York Times: "My biggest concern is that the investment is all done and there are no people. If we don't find a way to get talent interested in the semiconductor industry, it's going to be very serious."
According to SEMI, more than 50 new cases have been announced since the launch of the Chip Science Act, and private companies have committed more than US $210 billion in investment.
But the investment plans come amid the tightest U.S. labor market in years, with industries across the country scrambling for workers. The semiconductor industry has long struggled to find talent because it is relatively unknown to the outside world and has few students working in related fields. Industry analysts say it will be harder to find workers to build factories, technicians to operate equipment and engineers to design chips.
According to Deloitte, the US semiconductor industry could face a talent shortage of about 70,000 to 90,000 in the next few years. McKinsey also predicts that the US will face a shortfall of 300,000 engineers and 90,000 technicians by 2030.
The semiconductor industry can't hire because of a shortage of expertise and because it has to compete with big tech companies for engineers. Many engineering graduates from American universities come from overseas and are subject to immigration rules that make it difficult for them to get work visas.
To meet the demand, the Biden administration announced this month that it would establish five "workforce centers" in cities such as Phoenix, Arizona, and Columbus, Ohio, to help train more women, people of color and other underrepresented workers in industries such as semiconductor manufacturing.
Government and business officials have also been pushing for reforms to retain foreign graduates in STEM fields, but immigration remains a topic of debate in Washington, and few are optimistic about reform.
Intel has announced plans to build two new fabs in Arizona and a new fab in Ohio, costing more than $20bn. To that end, Intel is investing millions of dollars in partnerships with community colleges and universities to train technicians and add courses.
Intel expects to create 6,700 jobs over the next five to 10 years, 70 percent of which will go to technicians with two-year degrees or certifications, said Gabriela Cruz Thompson, director of university research partnerships at Intel LABS.
Micron has announced plans to invest up to $100 billion over the next 20 years to build a New York fab, as well as an employee training program that includes recruiting military veterans and promoting STEM-related careers to Chinese high school students through "chip camps."
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