SEMICONDUCTOR SECTORS


Semiconductor Energy Overview



Semiconductor fabs are among the most resource-intensive industrial facilities on earth. Advanced fabrication requires continuous, high-quality power, millions of gallons of ultra-pure water per day, and tightly controlled cleanroom environments. As fabs expand globally, their energy and environmental footprints have become strategic concerns — driving investment in clean power, microgrids, water recycling, and sustainability initiatives.


Scope of Energy & Utilities

  • Power Supply – Fabs consume 30–60 MW of power each (on par with small cities). Dependable, clean electricity is critical to continuous operation.
  • Water & UPW Systems – Ultra-Pure Water (UPW) is essential for wafer cleaning and etching, with daily demand in millions of gallons.
  • Cooling & HVAC – Chillers, air handlers, and cleanroom HVAC systems maintain temperature and particulate control.
  • Sustainability & Emissions – Scope 1 and 2 emissions reduction, chemical abatement, renewable PPAs, and recycling programs.

Energy & Utility Mapping

Category Key Components Representative Companies Notes
Power Supply Grid interconnects, transformers, UPS, microgrids Siemens, Schneider Electric, Tesla (Megapack) Reliability and quality of power are critical for EUV tools
Water & UPW Intake systems, filtration, polishing, wastewater recycling Kurita, Veolia, Ovivo Water recycling rates of 80–90% targeted at modern fabs
Cooling & HVAC Chillers, AHUs, HEPA filters, process cooling systems Daikin, Trane, Johnson Controls Maintains <1 particle per cubic meter in cleanrooms
Sustainability & Emissions GHG abatement, renewables, carbon capture, PPAs Entegris, Linde, Air Liquide Process gases like NF3 and SF6 are potent greenhouse contributors

Market & Sustainability Outlook

Priority Driver Industry Response Notes
1 Power Reliability Onsite microgrids, redundant power feeds Grid stability critical for EUV uptime
2 Water Scarcity Recycling, desalination, efficiency upgrades Arizona and Taiwan fabs under pressure
3 Greenhouse Gas Emissions Abatement systems, alternatives to SF6/NF3 Industry pledged to net-zero by 2050
4 Sustainability Goals 100% renewable PPAs, carbon accounting TSMC, Intel, Samsung all publish ESG targets

FAQs

  • How much power does a semiconductor fab use? – A leading-edge fab may draw 30–60 MW continuously, comparable to a mid-sized city.
  • Why do fabs need so much water? – Ultra-Pure Water (UPW) is required for wafer cleaning, etching, and rinsing, with demand often in the millions of gallons per day.
  • Which process gases are most concerning for emissions? – NF3, SF6, and perfluorocarbons have high global warming potential, making abatement systems essential.
  • Are fabs adopting renewable energy? – Yes, leading companies are signing PPAs for solar and wind and deploying onsite BESS and microgrids to reduce carbon footprints.
  • How is water scarcity addressed? – Through wastewater recycling (up to 90%), desalination in coastal fabs, and advanced treatment systems.