Fascinating video on U.S. Chipmaker growth

There has to be a megatrend play here (outside the .. what do you all think?

Really thought the Purdue University part was interesting

Here's an AI-generated Summary:

The AI chip boom has a problem nobody talks about enough: people.

America is spending hundreds of billions of dollars to bring advanced semiconductor production back to the U.S. TSMC, Intel, Samsung, Micron and SK Hynix are all building or expanding major facilities here.

But building fabs is only half the battle.

The U.S. semiconductor industry could be short as many as 157,000 workers by the end of the decade. Only about 3% of American engineering graduates currently enter semiconductors, and nearly three-quarters of employers already report difficulty filling engineering roles.

For decades, America led chip design while much of the actual manufacturing—and therefore the manufacturing talent pipeline—moved to Taiwan, South Korea and elsewhere in Asia. Now we’re trying to rebuild that expertise at the same time AI is causing demand for chips to explode.

Schools are scrambling to catch up. Purdue launched dedicated semiconductor degree programs in 2022 and now has roughly 2,500 students taking chip-related courses each semester, including hands-on training with the same kinds of machines they’ll encounter in fabs. Arizona State converted an old Motorola fab into a semiconductor training facility. Community colleges, high schools and companies are building technician programs and apprenticeships.

The jobs can be lucrative: many engineering positions cited in the report pay roughly $127K–$187K, with senior roles exceeding $238K.

And companies aren’t waiting. Samsung, TSMC, Intel, Micron and SK Hynix are recruiting aggressively, partnering with universities, training Americans overseas and—in some cases—temporarily bringing experienced Asian workers to the U.S. to get new fabs running.

The bigger point: AI infrastructure isn’t just GPUs, data centers and electricity.

It’s people.

America can spend billions building semiconductor fabs, but a $20 billion factory isn’t particularly useful without thousands of engineers and technicians who know how to operate it.

For someone deciding what to study today, semiconductor engineering and advanced manufacturing may be one of the most interesting labor-market mismatches of the next decade.