Signal US needs 67,000 semiconductor workers through 2030

Summary

The United States alone is estimated to need 67,000 semiconductor workers, spanning technicians, engineers and scientists, through 2030 to deliver planned manufacturing expansion. EY uses this as an example of how AI and chip booms demand specialised skills that domestic labour markets cannot supply at scale. Technology therefore pulls in two directions for migration. It creates urgent demand for certain experts, while automation may shrink demand for other roles over time, leaving uncertainty about which occupations will grow. EY concludes that countries offering clear routes both for remote talent and for physical relocation will capture a disproportionate share of the value.