L&K Engineering, one of Taiwan’s top semiconductor fab construction firms, is fully booked for the next 3-years, and the labor shortage is a rising concern, media report, citing L&K Chairman Kenneth Yao, who said, ‘AI demand has ignited a wave of fab building unlike anything I’ve ever seen - the fabs are bigger, and more are under construction at the same time, testing our project management capabilities and our reputation for getting done on time’ he reportedly said. He noted Singapore as an overseas bright spot for L&K, with NT$500-NT$600 billion (US$19.1 B) in projects over the past 4-years, and more coming. $Taiwan Semiconductor(TSM.US) $United Microelectronics(UMC.US) $NXP Semiconductors(NXPI.US) #Vanguard #VIS #semiconductors

Source: Dan Nystedt