Severe talent shortages, raw material constraints, and an increased exposure to global shocks are leading to challenges undermining the nation's ability to scale chip production in the AI era, according to a report released by Gieni AI, a B2B AI agent developed by Orderfox.
In fact, Gieni AI identified a 30% spike in the talent gap (now exceeding 82,000 skilled workers) and warns of a projected gap of 1 million qualified engineers by 2030.
“The semiconductor industry faces a set of interconnected challenges - from raw material shortages to a critical need for skilled talent. Gieni AI equips decision-makers with real-time market intelligence and deep industry insights, helping them understand complex dynamics and respond swiftly and effectively,” says Timur Göreci, chief revenue officer at Orderfox.
Key takeaways:
· The U.S. share of global semiconductor production has plummeted from 37% in the 1990s to just 10% today, compared to Taiwan’s 63% of global foundry capacity.
· Additionally, U.S. reliance on global supply chains and critical imported raw materials like aluminum, zinc, silicon, and copper is driving up costs and increasing exposure to disruption. Today, semiconductors travel over 25,000 miles and cross more than 70 borders before final assembly, leaving production vulnerable to political instability, natural disasters, and export controls.
● China's export control of key raw materials could slow global semiconductor production by up to 10%
● 40% of U.S. companies are redirecting investment from China to Southeast Asia to diversify their supply chains.
● A fully self-sufficient U.S. chip supply chain would require $1 trillion in investment and could raise prices by up to 65%.
“As the cost of traditional market research continues to rise and as static data becomes outdated almost instantly, businesses need tools that deliver strategic value instantly. Gieni AI produces comprehensive, data-driven reports in minutes, combining real-time market research, an extensive industry knowledge base, and actionable intelligence. It gives organizations the clarity to mitigate risks, adjust strategies, and seize new opportunities in an increasingly volatile environment,” says Göreci.
