弥合鸿沟：应对半导体行业人才短缺

Navigating the talent shortagein the semiconductor industry Authors Deb Garand Stephen Hardin Matthew Haggerty Megan C. BernerManaging DirectorTalent and Organization,High Tech Americasmegan.c.berner@accenture.com LinkedIn Senior ManagerStrategy,High Tech Americasstephen.hardin@accenture.comLinkedIn Managing DirectorStrategy and Consulting,Data and AI Americasdeborah.garand@accenture.com ManagerGlobal Research Lead,High Techmatthew.j.haggerty@accenture.com LinkedIn LinkedIn Table of contents Introduction:Talent challenges: Navigating today’s landscape Initiative 1:Grow the pipeline with strategic workforce planning Initiative 2:Cut through the complexity of reskilling Initiative 3:Seize the automation and AI opportunity Engagement:Five actions to kickstart talent transformation Conclusion:Meet the talent opportunity “The long-term talent gap in the globalsemiconductor industry is an ongoing andincreasingly complex challenge. Leaders inthe industry are dedicating significantresources to design comprehensiveworkforce development solutions toaddress this growing problem.” Ajit ManochaSEMI President and CEO Introduction: Talent challenges:Navigating today’slandscape The race to cultivate aself-sufficient domesticsemiconductorecosystem is on. Governments and private companies in the United States are racing to expanddomestic semiconductor manufacturing capacity—aiming to boost localproduction, mitigate supply chain risks and offset the shifting tariffs landscapeand other uncertainties. Ensuring the self-sufficiency and resilience of theindustry has become a national security imperative, given the chips’ essentialrole in artificial intelligence (AI) and military operations. However, while investing in fabs and research and development (R&D) centerswill be core to achieving the industry’s goals, long-term success will also hingeon cultivating a sustainable talent ecosystem. In some areas, this will meanbuilding a talent pipeline from the ground up. Leaders should address this challenge by focusing on three key initiatives,Accenture research has found. These are: (1) engaging in strategic workforceplanning to grow their talent pipeline; (2) cutting through the complexity ofreskilling needs; and (3) seizing the opportunities offered by automation and AI. This report will explore each initiative in detail and provide five ways to kickstarttheir own talent transformations. First, though, it’s useful to put things incontext by considering global trends in the industry (Figure 1, next page), andby examining the talent challenges and opportunities in this industry in the US. South Korea Drive for self-sufficiency by country Self-sufficiency in essential materials, parts and equipment by 20301$470B investment to build the world's largest semiconductor cluster; government’splan includes private sector investment to 2047, led by Samsung & SK Hynix. Taiwan Taiwan’s Chips Act to protect its process technology225% tax deduction towards R&D expenditure and 5% deduction on expenses for newmachinery used in advanced processes. China Big Fund III, focused on closing lithography and EDA tool gaps3$47.5B fund, launched in May 2024, represents the third phase of China’s IntegratedCircuit Industry Investment Fund. JapanJapanese companies' semiconductor investments 4~$30B investment made by eight companies, including Sony and Mitsubishi, insemiconductors to address the growing opportunities in AI, EV and the carbonreduction market. India Diversify and deepen India’s semiconductor footprint5$15B in approved funding for India Semiconductor Mission for establishment of semiconductor manufacturing units in India. United States Ramp up domestic semiconductor manufacturing in America6$53B US CHIPS and Science Act funds to strengthen domestic chip manufacturing,design and research to boost the economy, create jobs and bolster national security. Europe Double the EU’s share of global semiconductor market to 20% by 20307$43B EU Chips Act to reinforce the chip ecosystem, ensure supply chain resiliencyand reduce external dependencies along with doubling its global market share inchips to 20% by 2030. Opportunities andchallenges in theUS, 2025 Levers Impacting Industry Talent Tariffs Immigration Supply Chain Renetworking Federal Fund Awards Budget cuts likely asprograms like The CHIPSAct are under scrutiny Potential H-1B visa reformand an end to birthrightcitizenship The US’s ambition to leadthe world in AI andachieve chip sovereignty Future impact is TBC ascompanies implementhedging scenarios CHIPS Act funds add a level of complexity to workforce planning for USsemiconductor companies. Policy guidance associated with the CHIPS Act,for example, is clear that recipients of public funding must design workforcestrategies that encompass facility, construction and childcare workforceneeds.8 ▲CHIPS Act raises theindustry’s profile,attracting talent at allcareer levels and regions.▲New projects modif