| dc.description.abstract | Over decades, tech products such as computers, smartphones, wearable devices, smart home, and automobiles have become widespread, resulting in a rapid growth in demand. Semiconductors play a key role in driving the development of the industry. Taiwan′s semiconductor industry has been developing rapidly since the 1960s and has formed a complete supply chain. Taiwanese semiconductor packaging and testing services, touch panels, etc. have great market share of the world, significantly contributing to Taiwan′s economy. Semiconductor companies in Taiwan will surely keep growing in following decades. However, recent years, many international organizations and countries are focusing on environmental and climate change issues, setting goals and methods to reduce carbon emissions. Carbon tariff is one such methods. On October 2023, EU announced the CBAM entered into force. With the CBAM, any carbon intensive products imported to EU countries will need to pay for its product carbon emission, this brings export companies to new challenges. Taiwan, as a major exporter of semiconductor-related products, companies must re-evaluate suppliers’ strength to take on this challenge and improve supply chain management methods to control supply chain carbon emissions. Additionally, the government should set up carbon emission trading to support companies on changes, and to stay competitive.
This study is about the impact of the CBAM on supplier selection in the semiconductor equipment manufacturing industry. It conducted in two phases; the first part is interviews and literature review to identify key factors of supplier selection under CBAM. The second part is using AHP to analysis the weight of each factor, determining the changes in supplier selection within the semiconductor equipment industry due to CBAM. The findings from this study shows companies have some understanding of the implementation of CBAM and have prepared to deal with the impact it will bring to the supply chain. However, the total weight of supplier selection factors is still focused on financial and social factors. Environmental factors are ranked relatively low. Currently CBAM only applies to high-carbon emission industries, and it has just begun on Oct, 2023. The longer it goes, more issues may be found, and more information can be provided. Therefore, follow-up research can go for CBAM’s long-term impact on the semiconductor industry supply chain, comparison of supplier from different region or the impact on customer behavior. Additionally, case studies can provide more practical suggestion, researchers can study on how to use different tech to improve carbon emission transparency. Oct 2023 to the end of 2025 is transitional phase of CBAM, from the beginning of 2026, companies will start to pay for a border carbon tax for imported products. More research come out in transition period will help the companies to prepare for the official implementation 2026. | en_US |