Building a Resilient Energy Future

In an era defined by accelerating net-zero commitments and intensifying geopolitical shocks, semiconductors are no longer merely engines of technological progress—they have become central to the global energy and sustainability agenda. Taiwan, positioned at the heart of the world's high-tech supply chain, is witnessing its energy strategy, policy direction, and pace of renewable-energy development directly shape its competitiveness and visibility on the international stage. Against this backdrop, SEMI's role is more critical than ever—not just as a semiconductor industry association, but as a cross-sector catalyst for global climate action.

Within this landscape, the SEMI Energy Collaborative (EC) and the Semiconductor Climate Consortium (SCC)—supported by SEMI—have emerged as convening forces, uniting industry leaders to accelerate decarbonization and collective progress. Speaking with composed precision and analytical clarity, SoYoung Jang, Senior Manager at SEMI, outlines the deep interdependencies between the semiconductor industry and energy policy, and highlights the strategic choices Taiwan must make to secure its future.

Taiwan is deeply integrated into the global semiconductor value chain, and cannot view Taiwan's progress in isolation.

Global Net-Zero Policies and Geopolitical Complexity: Taiwan Cannot View its Energy Future in Isolation

Addressing the shifting net-zero landscape and the resurgence of geopolitical uncertainty, Jang is straightforward:
"Taiwan is deeply integrated into the global semiconductor value chain, and we cannot view Taiwan's progress in isolation."

She notes that major economies have accelerated their net-zero agendas and carbon-reduction policies, while Donald Trump's return to office has reintroduced tariff volatility and trade tensions—factors that complicate supply-chain stability and energy market dynamics.