Climate change induced water stress and future semiconductor supply chain risk

Climate change is a driver of water stress risk globally. Semiconductor manufacturing requires large volumes of water. Existing research at the intersection of water stress risk and semiconductor manufacturing offers snapshots of current conditions but has not investigated how future climate scenarios may impact semiconductor supply chain security. This study combines location data for semiconductor manufacturing facilities with data on specific customer-supplier networks and with data for global water stress risk under three climate scenarios for the years 2030 and 2040. Results suggest that 40 percent of existing facilities, 24-40 percent of facilities under construction, and 40-49 percent of facilities announced since early 2021 are in basins of high- or extremely high water stress risks in 2030 and 2040. Network dynamics mean that water stress risks could cascade from individual firms or regions of concern to systemically throughout the network, thus negatively impacting semiconductor supply chain security globally.

A crack in the facade? Situating Singapore in global flows of electronic waste

Singapore is alleged to be a key node in global flows of e-waste prohibited under the Basel Convention. We combine a close reading of the Convention and related documents with findings from nonparticipant observation of and interviews with Singapore-based traders of discarded electronics. The case offers both important conceptual and empirical findings for future studies of territory in market-making activity. Conceptually, our research suggests that it may be analytically useful in such studies to conceptualize territory without presupposing that it is generated as a result of separate domains or logics such as 'the political' or 'the economic'. Empirically, we find that the regulatory framework of the Convention, combined with the action of traders based in Singapore, generates a territorialization of the city-state such that it operates as a crack in the regulatory edifice of the Convention, even as Singapore lawfully fulfils its obligations to it. Moreover, allegations premised on the role of Singapore as a facilitator of global e-waste dumping misrepresent its crucial role as a conduit of electronic equipment for the significant reuse markets elsewhere in Southeast Asia and beyond. The case indicates that the allegations against Singapore hinge on the city-state being territorialized as a 'developing country'.