➀ The surge in AI demand is driving the need for increased chip production, but the expansion of chip factories is hindered by a shortage of skilled professionals. ➁ TSMC's revenue in July surged by nearly 45% due to strong AI chip demand, yet investors are increasingly cautious about the risks posed by the lack of engineers and technicians. ➂ The U.S. has invested heavily in expanding chip capacity, but faces a severe shortage of 160,000 engineering and technical support personnel, with only about 1,500 engineers and 1,000 technicians joining annually. ➃ South Korea and other countries also face significant labor shortages in the chip industry, complicating the establishment and operation of new factories. ➄ AI's role in chip manufacturing is currently limited to design and testing; actual production still requires experienced engineers, indicating that AI alone cannot solve the labor shortage issue in the short term.