Labor crisis in U.S. chip manufacturing leaves Samsung, TSMC desperate for talent
Published . Updated .
U.S. semiconductor manufacturing faces a historic worker shortage as demand soars. Here’s how chipmakers and U.S. universities aim to fix it.
Directly affected
- TSM Taiwan Semiconductor Manufacturing
Named in this report.
Indirectly affected
- NVDA NVIDIA
Chip makers and their suppliers move when export rules or Taiwan risk changes
- ASML ASML
Chipmaking-equipment sales follow export rules
- AVGO Broadcom
Chip makers and their suppliers move when export rules or Taiwan risk changes
- AMD AMD
Chip makers and their suppliers move when export rules or Taiwan risk changes
- AMAT Applied Materials
Chip-equipment makers feel export controls
- LRCX Lam Research
Chip-equipment makers feel export controls
- SMH VanEck Semiconductor
A fund of semiconductor companies
- SOXX iShares Semiconductor
A fund of semiconductor companies
- QQQ Invesco QQQ
Big tech moves with chip-supply risk
- AOSL ALPHA & OMEGA SEMICONDUCTOR LT SHS
GA selected AOSL as a RELATED security because its canonical security name directly matches this event's themes: semiconductors, semiconductor. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.
Price reaction, T-5 to T+3
U.S. semiconductor manufacturing faces a historic worker shortage as demand soars. Here’s how chipmakers and U.S. universities aim to fix it.
Source: CNBC Top
How far Vaneck Etf Trust (SMH) has moved since 17 Sep 2026
Since the first closing price after “Labor crisis in U.S. chip manufacturing leaves Samsung, TSMC desperate for talent,” Vaneck Etf Trust (SMH) is -4.23%. The S&P 500 fund (SPY) is +0.65% over the same days, a -4.89% difference versus the market. technology stocks (XLK) is +6.00%, a -10.23% difference versus that group of stocks.
Who reported a Vaneck Etf Trust (SMH) trade near this story
- Gilbert Cisneros buy On Semiconductor (ON) ($15,001 - $50,000). That is 11 days after publication, inside 30 days. The filing is listed beside the story “Labor crisis in U.S. chip manufacturing leaves Samsung, TSMC desperate for talent.”
- Rohit Khanna buy On Semiconductor (ON) ($15,001 - $50,000). That is 6 days after publication, inside 30 days. The filing is listed beside the story “Labor crisis in U.S. chip manufacturing leaves Samsung, TSMC desperate for talent.”
- Gilbert Cisneros buy Taiwan Semiconductor Manufacturing (TSM) ($1,001 - $15,000). That is 5 days after publication, inside 30 days. The filing is listed beside the story “Labor crisis in U.S. chip manufacturing leaves Samsung, TSMC desperate for talent.”
- Michael T. McCaul sell Taiwan Semiconductor Manufacturing (TSM) ($1,001 - $15,000). That is 23 days before publication, inside 30 days. The filing is listed beside the story “Labor crisis in U.S. chip manufacturing leaves Samsung, TSMC desperate for talent.”
- Richard W. Allen buy Taiwan Semiconductor Manufacturing (TSM) ($1,001 - $15,000). That is 36 days before publication, inside 60 days. The filing is listed beside the story “Labor crisis in U.S. chip manufacturing leaves Samsung, TSMC desperate for talent.”
- Michael T. McCaul buy Tower Semiconductor (TSEM) ($50,001 - $100,000). That is 41 days before publication, inside 60 days. The filing is listed beside the story “Labor crisis in U.S. chip manufacturing leaves Samsung, TSMC desperate for talent.”
- Rohit Khanna buy On Semiconductor (ON) ($1,001 - $15,000). That is 52 days before publication, inside 60 days. The filing is listed beside the story “Labor crisis in U.S. chip manufacturing leaves Samsung, TSMC desperate for talent.”
Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).
Where this story sits: Taiwan Strait
Taiwan Strait has 48 linked stories in the last 7 days and 48 in the last 30 on the page that also carries “Labor crisis in U.S. chip manufacturing leaves Samsung, TSMC desperate for talent.” The recent pace is rising.
Who gains and who loses around Vaneck Etf Trust (SMH)
Companies carried with this story
- SMH Vaneck Etf Trust
For “Labor crisis in U.S. chip manufacturing leaves Samsung, TSMC desperate for talent,” Vaneck Etf Trust (SMH) is linked, with no stored direction, high confidence. Reason on file: Semiconductor supply, export-control, or production shocks can transmit across the chip complex
- SOXX Ishares Tr
In “Labor crisis in U.S. chip manufacturing leaves Samsung, TSMC desperate for talent,” Ishares Tr (SOXX) is linked, with no stored direction, high confidence. Reason on file: Semiconductor supply, export-control, or production shocks can transmit across the chip complex
- AOSL Alpha & Omega Semiconductor
For “Labor crisis in U.S. chip manufacturing leaves Samsung, TSMC desperate for talent,” Alpha & Omega Semiconductor (AOSL) is linked, with no stored direction, medium confidence. Reason on file: GA selected AOSL as a RELATED security because its canonical security name directly matches this event's themes: semiconductors, semiconductor. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- GCTS GCT Semiconductor Holding
GCT Semiconductor Holding (GCTS) is linked, with no stored direction, medium confidence in the 17 Sep 2026 story “Labor crisis in U.S. chip manufacturing leaves Samsung, TSMC desperate for talent.” Reason on file: GA selected GCTS as a RELATED security because its canonical security name directly matches this event's themes: semiconductors, semiconductor. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- NVTS Navitas Semiconductor
In “Labor crisis in U.S. chip manufacturing leaves Samsung, TSMC desperate for talent,” Navitas Semiconductor (NVTS) is linked, with no stored direction, medium confidence. Reason on file: GA selected NVTS as a RELATED security because its canonical security name directly matches this event's themes: semiconductors, semiconductor. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- ON On Semiconductor
In “Labor crisis in U.S. chip manufacturing leaves Samsung, TSMC desperate for talent,” On Semiconductor (ON) is linked, with no stored direction, medium confidence. Reason on file: GA selected ON as a RELATED security because its canonical security name directly matches this event's themes: semiconductors, semiconductor. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- TSEM Tower Semiconductor
Tower Semiconductor (TSEM) is linked, with no stored direction, medium confidence in the 17 Sep 2026 story “Labor crisis in U.S. chip manufacturing leaves Samsung, TSMC desperate for talent.” Reason on file: GA selected TSEM as a RELATED security because its canonical security name directly matches this event's themes: semiconductors, semiconductor. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- TSM Taiwan Semiconductor Manufacturing
Taiwan Semiconductor Manufacturing (TSM) is linked, with no stored direction, medium confidence in the 17 Sep 2026 story “Labor crisis in U.S. chip manufacturing leaves Samsung, TSMC desperate for talent.” Reason on file: GA selected TSM as a RELATED security because its canonical security name directly matches this event's themes: semiconductors, semiconductor. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
Vaneck Etf Trust (SMH) and the semiconductors link
Vaneck Etf Trust (SMH) is the company in “Labor crisis in U.S. chip manufacturing leaves Samsung, TSMC desperate for talent,” the 17 Sep 2026 Taiwan Strait story.
The link for Vaneck Etf Trust (SMH) is this: Semiconductor supply, export-control, or production shocks can transmit across the chip complex
A second company, Ishares Tr (SOXX), is listed for a different reason: Semiconductor supply, export-control, or production shocks can transmit across the chip complex
What this semiconductors story puts on the calendar
AOSL traded between 21.68 and 30.88 across 20 sessions. The latest close on file is 22.59. SMH traded between 539.11 and 639.33 across 20 sessions. The latest close on file is 548.35. SOXX traded between 492.92 and 596.41 across 20 sessions. The latest close on file is 501.86.
The semiconductors score for Vaneck Etf Trust (SMH)
46 out of 100
“Labor crisis in U.S. chip manufacturing leaves Samsung, TSMC desperate for talent” scores 46 out of 100. The score uses 1 sources, and 8 linked companies.