The US semiconductor industry is projected to face a shortage of up to 157,000 full-time skilled workers by 2030, according to a study cited by The Straits Times.
The finding highlights a critical bottleneck for the sector’s planned manufacturing expansion, as companies struggle to staff new fabrication plants and support infrastructure with the necessary technical expertise.
This labour constraint arrives at a challenging time for the industry.
Selling pressure has intensified across semiconductor and artificial intelligence stocks as investors reduce exposure ahead of key US macroeconomic data releases.
The repricing reflects broader caution, with the workforce deficit adding a structural layer of risk to near-term growth narratives.
The shortage underscores the complexity of reshoring chip production.