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                                                      Finding and Adopting Low-Carbon Energy to Make Chips





              Emissions by Relation to Electricity Generation (Megatons of CO  Equivalents, 2021)
                                                                             2

































        Electricity is the largest lever for reducing emissions across the value chain. (Source: CDP data and Boston Consulting Group analysis)


        ADDRESSING ENERGY
        Investments in green energy in the Asia–  The Semiconductor Climate Consortium was formed in November 2022 to bring
        Pacific are needed to meet the net-zero   together the industry’s efforts to calculate emissions, share ambitions, create a
        demand between now and 2050. Investments   baseline and accelerate roadmaps to net zero through collaboration. Over 90 com-
        in the trillions of dollars will be required for   panies support the consortium, and leading universities and consultants contribute
        low-carbon energy created by nuclear, hydro   their expertise.
        power, green hydrogen and other alternative   “Transparency, Ambition, and Collaboration: Advancing the Climate Agenda of the
        innovations, with the semiconductor value   Semiconductor Value Chain” is an inside-out look at the semiconductor industry’s
        chain requiring a large portion of this.  footprint. The report analyzed 1 million data points across 200 companies in the
                                               semiconductor value chain that account for 80% of the emissions. Boston
        Identifying low-carbon energy          Consulting Group analyzed emissions involving 25 types of greenhouse gases and
                                               nearly three-dozen types of greenhouse gas sources.
        sources will address over                In addition, SEMI is working to formulate an initiative that focuses on address-
        80% of industry emissions by           ing low-carbon energy access. The Energy Collaborative, an initiative scheduled
                                               for launch at the UN’s 2023 Climate Change Conference (COP28) in partnership
        reducing the electricity used          with McKinsey and Co., will make a step-by-step effort to implement a databased
        to manufacture and then use            and carefully prioritized approach to planning, financing and installing low-carbon
                                               energy sources for the electronics industry. From the perspective of policymakers
        devices.                               and energy providers, having a settled group of customers and direction for their
                                               product will enable strategic placement and long-term stability.
                                                 We all have a role in climate change, and we urge you to get involved. The SCC
                                               and the Energy Collaborative can use your help.
          Data shows that the largest deficits in
        low-carbon energy will be in smaller regions
        without enough land, rivers or shoreline to
        harness renewables, or regions without strong   The semiconductor industry and the planet   way—with collaboration, investment and the
        government efforts to invest. These areas   cannot wait for long-shot technologies, such   opening of hearts and minds to embrace new
        are key locations for semiconductor tools,   as fusion energy or dilithium crystals, to   thinking and a new challenge. ■
        materials, chip production and much of the   solve the climate problem. The electronics
        components they enable. Without investment   industry has been built upon the ingenuity,   Mousumi Bhat is vice president of global
        and development, electronics suppliers will   discovery, financial backing and perseverance   sustainability programs, and Heidi Hoffman
        need to turn to countries that have low-   of many smart minds and willing hands. The   is senior director of SEMI sustainability, both
        carbon energy.                      climate change crisis can be solved the same   at SEMI.

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