"There's a tremendous shortage of skilled workers," said Craig Giffi, a vice chairman of the consulting firm Deloitte. A recent survey it did found that 83% of manufacturers reported a moderate or severe shortage of skilled production workers to hire.
Pay levels provide evidence. While hourly wages in the broad category of maintenance and repair workers rose 6.4% from 2007 to 2010, increases were 10% in the subcategory of heavy-vehicle mechanics and 15% for specialists in electrical repairs on commercial and industrial equipment. The implication is that employers were competing for a limited pool of qualified workers.
(I linked this from Fox news though the source is WSJ)