TSMC is delaying its Arizona foundry over a lack of skilled workers alongsde a $5.85B income slump

Morris Chang said it decades ago, but the US will need to import a lot of talented engineers and workers if we plan on actually having some amount of self sufficiency in chip design on the leading edge of the industry. IMO, there was zero chance they were ever going to have that fab running by 2024, just given the amount of time other fabs have taken from tool-in to production runs. But this sort of announcement means things are significantly worse than previously imagined.