Great write up as usual. Reading between the lines of TSMC recent Arizona fab delay announcement, it seems like there simply is not enough American engineers competent/knowledgeable enough operate the machines like EUV etc that will be going into these new Chips Act-induced North American fabs. I’m wondering if there’s provisions in the Act to promote and turbo-charge U.S semiconductor engineering education, because we need more of them.

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Yes, there are huge shortages of engineers and scientists in the West in general. Simply promoting these fields more to young people would probably solve a lot.

ASML is working now with their local uni in Eindhoven to boost semi engineering talent. Also nearby Leuven has a great program in nanoscience, IMEC is a spin-off from the university there.

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