Building a Climate-Resilient Semiconductor Value Chain

This report is a comprehensive study conducted by SEMI’s Environmental Risk Mitigation and Reporting Working Group in collaboration with Nasdaq, focusing on corporate climate disclosures within the semiconductor sector. It evaluates the climate-related disclosures of 100 leading semiconductor companies against the Taskforce on Climate-related Financial Disclosures (TCFD) framework. The report identifies the current maturity level of climate disclosures in the semiconductor value chain as 'Established', indicating a high level of alignment with TCFD recommendations compared to broader market averages. It highlights variations in climate reporting across different segments of the semiconductor value chain, noting that fabless companies lead in TCFD disclosures. The report also discusses the need for clearer short-term climate targets and emphasizes that addressing climate resilience is a significant challenge for the industry. Furthermore, it underscores the importance of ensuring climate resilience in the semiconductor value chain as a critical business imperative for future technological innovations and long-term sustainability.