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研究生: 武若君
Juo-Chun Wu
論文名稱: 綠色供應鏈之淨零排放-以半導體產業為例
Net Zero towards the Green Supply Chain in the Semiconductor Industry
指導教授: 呂志豪
Shih-Hao Lu
口試委員: 黃振皓
Chen-Hao Huang
郭人介
Ren-Jieh Kuo
呂志豪
Shih-Hao Lu
學位類別: 碩士
Master
系所名稱: 管理學院 - 管理學院MBA
School of Management International (MBA)
論文出版年: 2023
畢業學年度: 111
語文別: 英文
論文頁數: 57
中文關鍵詞: ESG環境溫室氣體排放範疇三半導體公司揭露體制理論與策略
外文關鍵詞: ESG, environmental, GHG emissions, Scope 3, semiconductor companies, disclosure, institutional isomorphism theory and strategies
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  • 本研究旨在分析範疇三溫室氣體排放中潛藏的風險和機遇,包括供應鏈或價值鏈的溫室氣體排放資訊。然而,現在的法規並沒有強制要求企業揭露範疇三中溫室氣體的排放量,而此巨量的溫室氣體排放量,平均比企業運營排放量還要高出11.4倍(CDP,2022)。

    本研究以全球趨勢與台灣政策為背景,針對不同商業模式與半導體產業案例,採用多重個案研究法進行比較。此外,研究採用制度同構理論和文獻綜述中的策略,並結合半導體產業的真實案例進行探討。

    最終研究結果指出,半導體代工廠面臨著共同的挑戰和目標,並以類似的行動與外部壓力相互作用。另一方面,半導體垂直整合製造商(IDM)在具有特殊挑戰、目標和行動之社會情境下,則有著更多差異。


    This research aims to analyze the potential risks and opportunities within the hidden Scope 3 GHG emissions, including the GHG emissions’ information of the supply chain or the value chain. However, nowadays the regulations do not force companies to disclose the GHG emissions in Scope 3, but it released the huge amount of GHG emissions, which is higher than the companies’ operation emissions 11.4 times on average (CDP, 2022).

    Under the context of global trends and Taiwan’s policies, this research focuses on the semiconductor industry cases from different business models to conduct the comparisons by using the research methodology of multiple-case studies. Also, adopt institutional isomorphism theory and the strategies in the literature review by mapping the real cases in the semiconductor industry.

    Finally, the results showed that semiconductor foundries face the common challenges and targets with the similar actions to interact with the external pressures. On the other hand, Integrated Device Manufacturer (IDM) semiconductor companies have more differences under the society with special challenges, targets, and actions.

    ABSTRACT ..........................................................................i 致謝...............................................................................ii TABLE OF CONTENTS............................................................... iii LIST OF TABLES ....................................................................v LIST OF FIGURES ..................................................................vi Chapter 1 Introduction.............................................................1 1.1 Background.....................................................................1 1.2 Research Objectives............................................................2 Chapter 2 Literature Review .......................................................4 2.1 Supply Chain Goes Green........................................................4 2.2 Standards from International Organizations.....................................6 2.2.1 ISO (the International Organization for Standardization) 14064-1.............6 2.2.2 Global Reporting Initiatives (GRI) Standards.................................8 2.2.3 Sustainability Accounting Standards Board (SASB).............................8 2.2.4 Task Force on Climate-related Financial Disclosures (TCFD)...................8 2.3 Calls from Non-Profit Organizations............................................9 2.3.1 Responsible Business Alliance (RBA).........................................10 2.3.2 CDP (Formerly the Carbon Disclosure Project) ...............................10 2.3.3 RE100.......................................................................11 2.4 The Role of Institutional Isomorphism in Green Supply Chain...................11 2.4.1 Coercive ...................................................................12 2.4.2 Mimetic.....................................................................13 2.4.3 Normative...................................................................14 2.5 Strategic Responses and Adaptations for Green Supply Chain ...................14 2.5.1 Acquiesce...................................................................15 2.5.2 Compromise..................................................................15 2.5.3 Avoid.......................................................................15 2.5.4 Defy........................................................................15 2.5.5 Manipulate..................................................................16 Chapter 3 Methodology ............................................................17 3.1 Research Framework............................................................18 3.2 Studied Cases.................................................................18 3.2.1 Main Semiconductor Foundries ...............................................18 3.2.2 Main IDM Semiconductor Companies ...........................................19 3.2.3 Research Questions .........................................................20 3.3 Data Collection Procedure ....................................................20 Chapter 4 Research Results .......................................................22 4.1 Case Studies of Main Semiconductor Foundries..................................22 4.1.1 Case 1: Taiwan Semiconductor Manufacturing Co., Ltd. (TSMC).................22 4.1.2 Case 2: United Microelectronics Corporation (UMC)...........................23 4.1.3 Challenges / Targets between TSMC and UMC...................................24 4.1.4 Actions between TSMC and UMC ...............................................25 4.2 Case Studies of Main IDM Semiconductor Companies..............................29 4.2.1 Case 1: Intel, USA..........................................................29 4.2.2 Case 2: Samsung Electronics, South Korea .................................. 29 4.2.3 Challenges / Targets between Intel and Samsung Electronics..................30 4.2.4 Actions between Intel and Samsung Electronics ..............................34 Chapter 5 Discussion and .Conclusion..............................................38 5.1 Discussion....................................................................38 5.2 Theoretical Implications......................................................38 5.2.1 Examples of Institutional Isomorphism in Green Supply Chain ................39 5.2.2 Institutional Strategies in TSMC and UMC....................................40 5.2.3 Institutional Strategies in Intel and Samsung Electronics...................43 5.3 Practical Implications........................................................46 5.4 Limitations and Future Research...............................................46 References .......................................................................47

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