“Last week Taiwan Semiconductor Manufacturing Company, the world’s largest chipmaker, which supplies chips to Apple, pledged to reach net zero emissions by 2050,” reports the Guardian.
“But decarbonizing the industry will be a big challenge.”
TSMC alone uses almost 5% of all Taiwan’s electricity, according to figures from Greenpeace, predicted to rise to 7.2% in 2022, and it used about 63m tons of water in 2019. The company’s water use became a controversial topic during Taiwan’s drought this year, the country’s worst in a half century, which pitted chipmakers against farmers. In the US, a single fab, Intel’s 700-acre campus in Ocotillo, Arizona, produced nearly 15,000 tons of waste in the first three months of this year, about 60% of it hazardous. It also consumed 927m gallons of fresh water, enough to fill about 1,400 Olympic swimming pools, and used 561m kilowatt-hours of energy. Chip manufacturing, rather than energy consumption or hardware use, “accounts for most of the carbon output” from electronics devices, the Harvard researcher Udit Gupta and co-authors wrote in a 2020 paper….
[A]mid pressure from investors and electronics makers keen to report greener supply chains to customers, the semiconductor business has been ramping up action on tackling its climate footprint… Greater availability of renewable energy is helping chipmakers reduce their carbon footprint. Intel made a commitment to source 100% of its energy from renewable sources by 2030, as did TSMC, but with a deadline of 2050. Energy consumption accounts for 62% of TSMC’s emissions, said a company spokesperson, Nina Kao. The company signed a 20-year deal last year with the Danish energy firm Ørsted, buying all the energy from a 920-megawatt offshore windfarm Ørsted is building in the Taiwan Strait. The deal, which has been described as the world’s largest corporate renewables purchase agreement, has benefits for TSMC, said Shashi Barla, renewables analyst at the energy consultancy Wood Mackenzie. As well as guaranteeing a clean electricity supply, it pays a wholesale cost and removes itself from price shocks, “killing two birds with one stone”, he said.
TSMC’s actions have the potential to influence the rest of the industry, said Clifton Fonstad, professor of electrical engineering and computer science at MIT, “other manufacturers are likely to follow its lead”…
There is also innovation aimed at tackling the worst-polluting materials used in making semiconductors. The chip industry uses different gases during the production process, many of which have a significant climate impact. TSMC said it had implemented scrubbers and other facilities to treat gas emissions. But another route is replacing “dirtier” cleaning gases that clean the delicate tools in semiconductor manufacturing, said Michael Pittroff, a chemical engineer working on semiconductor gases at Solvay Special Chemicals. In industrial tests over the last six years with about a half dozen chipmaker clients, Pittroff said, he and his team had replaced more polluting gases with “cleaner” fluorine, with a lower global warming impact. Other companies target the gases that are used to etch patterns onto and clean the silicon surface of a wafer — the thin piece of material used to make semiconductors. Paris-based industrial gases company Air Liquide, for example, has come up with a line of alternative etching gases with lower global warming impacts…
Some experts believe chipmakers will start to modify their processes to incorporate greener gases, especially if the big players make a move. “If TSMC switches, I am sure the others will,” said Fonstad. “If TSMC doesn’t, then other manufacturers may switch to show they are better than TSMC.”
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