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12:14
2026
1 month ago
Manpower is key for making enough chips to power AI, but a new report shows the U.S. faces a shortage of up to 157,000 semiconductor workers by 2030. Samsung sits down for a rare interview with CNBC's Katie Tarasov about why it's "concerned" as it prepares to open a new logic fab in Texas, within months of other U.S. fabs coming online from TSMC, Intel, Micron and SK Hynix. For now, U.S. chipmakers like Micron hold hiring sprees in Asia, which has dominating the industry for decades and offers chip jobs with bonuses upwards of $500,000. CNBC finds out what chipmakers and U.S. schools like Purdue and Arizona State University are doing to entice the next generation of U.S. students to study chip engineering, in hopes of creating a talent pipeline that will keep from crippling U.S. ambitions to lead in AI.
Chapters:
0:00 Introduction
2:28 Chip manufacturing in the U.S.
4:47 Front-end fabs, thousands of workers
7:44 Creating the pipeline
10:27 Other incentives
Producer and Reporter: Katie Tarasov
Edited by: Erin Black, Andrew Evers
Camera: Alex Bedoya, Robert Lampe, Evan Reinhardt
Additional Production: Mallory Leonard
Senior Director of Video: Jeniece Pettitt
Animation: Jason Reginato, Emily Park
Additional Footage: Intel, Micron, Getty Images, SK Hynix, Samsung, TSMC, College of Western Idaho
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America’s AI Chip Talent Crisis — Why The U.S. Needs 157,000 More Workers
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