To Share or Not to Share: Orchestrating Trustworthy Data in Global Value Chains
For global semiconductor value chains facing regulatory pressures, this work provides a conceptual architecture to balance transparency and sovereignty, but remains a high-level proposal without empirical validation.
The paper proposes a RegTech reference architecture using the International Data Spaces framework to enable trustworthy environmental data sharing in global semiconductor value chains, addressing tensions between regulatory transparency (e.g., EU CBAM) and data sovereignty. It introduces a roadmapping methodology and discusses integration with Agentic AI and FinTech for autonomous compliance and green financing.
As the EU Carbon Border Adjustment Mechanism (CBAM) approaches, the global semiconductor value chain faces growing structural tensions between regulatory transparency and data sovereignty. This article proposes a RegTech reference architecture using the International Data Spaces (IDSA) framework to orchestrate trustworthy environmental telemetry across the semiconductor-petrochemical nexus. The framework distinguishes the mandatory CBAM requirements from voluntary Science Based Targets initiative (SBTi) frameworks, while addressing the additive complexities of the Safe-and-Sustainable-by-Design (SSbD) framework. Moving beyond standard linear technology stacks, we introduce a prospective roadmapping methodology that transforms upstream physical vulnerabilities into circular, negative feedback loops. Focusing on the Taipei and Penang technology corridor, the article details how sovereign data exchange enables Digital Product Passports (DPPs) to drive Global Business Services (GBSs) capability demands. Finally, we discuss the integration of Agentic AI for autonomous compliance and FinTech green financing, providing a scalable blueprint for global industrial clusters to achieve sovereign, sustainable, and transparent value chains.