气候变化引起的水压和未来的半导体供应链风险
1Department of Geography, Memorial University of Newfoundland and Labrador, St. John's, NL A1B-3X9, Canada.
iScience
|January 31, 2024
概括
气候变化对半导体制造业构成重大水应激风险. 未来的气候场景表明,大量的半导体设施面临高水压,威胁全球供应链安全.
科学领域:
- 环境科学 环境科学
- 供应链管理 供应链管理
- 气候科学 气候科学
背景情况:
- 气候变化越来越被认为是全球水资源紧张的主要驱动因素.
- 半导体制造业是一个水密集型产业,引发了对其运营可持续性的担忧.
- 目前的研究缺乏对气候变化对半导体供应链的影响的前性分析.
研究的目的:
- 在各种气候场景下评估半导体制造设施未来的水应激风险.
- 分析气候驱动的水压对全球半导体供应链安全的潜在影响.
- 确定现有,正在建设中的和新宣布的半导体设施对水资源短缺的脆弱性.
主要方法:
- 将半导体设施位置数据与客户-供应商网络信息集成.
- 根据2030年和2040年的三个不同的气候场景,利用全球水压风险数据.
- 对设施位置的地理空间分析与河流盆地的预计水压力水平进行比较.
主要成果:
- 到2030-2040年,大量的半导体设施 (40%现有,24-40%正在建设,40-49%已宣布) 位于高或极端水压风险区域.
- 未来的气候场景加剧了许多半导体制造工厂的水压风险.
- 网络分析显示,半导体供应链中可能存在连锁式水应激影响.
结论:
- 未来的气候变化对全球半导体供应链的安全和稳定构成重大威胁.
- 积极的风险管理和战略规划对于减轻水压对半导体制造的影响至关重要.
- 了解设施和水资源的相互联系对于确保长期半导体生产弹性至关重要.
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