Open question · 01 · kept alive

Every ton
needs a
name on it.

Can the semiconductor ecosystem build a Chain of Accountability for F-gases — the way society already handles controlled chemicals — so that every ton purchased, used, abated, emitted and verified has a responsible owner?

F-gases · HFC / PFC / SF6 / NF3 Fabs · Displays · Brands A ten-year ask: 2026 → 2035
Why it matters

The problem is not that it is hard. The problem is that it cannot disappear — and the volume keeps rising, warming faster per ton than almost anything else we make.

CF4 · lifetime
50,000 yr

Perfluoromethane released today is still in the atmosphere long after every fab that made it is gone. There is no removal pathway at human timescales.

SF6 · GWP-100
≈24,300×

One tonne carries the hundred-year warming of roughly 24,000 tonnes of CO2. NF3 sits near 17,400×; C2F6 near 12,400× (IPCC AR6).

Coverage gap
Kigali covers HFCs only

PFCs, SF6 and NF3 — the gases electronics actually leans on — sit outside the Montreal Protocol's phase-down machinery.

Where it lives
In the process, not the product

No F-gas ships inside a chip. It flows through etch and chamber-clean and leaves through a stack. Serial numbers cannot follow it.

F-gases are not embedded in products. They flow through processes. So the challenge is not product traceability — it is accountability traceability.

The chain · six stations

Six hand-offs.
Six owners.
No gaps.

Controlled chemicals work because custody is never ambiguous: someone signs at every hand-off. F-gas needs the same shape — not a tracker on every molecule, but a named owner at every station, with one control and one measurable duty each.

01

Purchase

Owner Fluorochemical & specialty-gas producers, together with fab procurement

What is traceable

Gas species, cylinder or ISO-container lot, mass, GWP, destination site and tool class. This is the one point where the mass is exactly known.

Control & transparency

Mass-balance chain of custody from producer to receiving dock; annual sales published by gas and by region.

One action

Ship every cylinder with a digital gas passport — species, mass, GWP, lot, buyer — so the ton has an owner before it is ever opened.

02

Use

Owner Fab process engineering and facilities

What is traceable

Mass delivered per tool, per recipe, per layer; utilisation factors; the gap between gas bought and gas consumed.

Control & transparency

Quarterly reconciliation of purchased mass against consumed mass, per site — a closing balance, not an estimate.

One action

Meter F-gas at the tool, not only at the dock. Site-level averages hide the handful of chambers doing most of the emitting.

03

Abate

Owner Abatement and equipment suppliers, with fab facilities

What is traceable

Which tools are connected to abatement, unit uptime, fuel and power draw, and the destruction or removal efficiency actually achieved — not the brochure figure.

Control & transparency

Abatement coverage ratio disclosed per fab; DRE re-tested on a fixed cycle, in-situ, under production recipes.

One action

Replace default efficiency assumptions with measured DRE per installed unit, and make abated tools the standard configuration on every new fab order.

04

Measure

Owner Fab EHS teams and independent testing labs

What is traceable

Stack concentrations by species via FTIR or QMS; site-specific emission factors instead of generic tier defaults; by-product formation such as CF4 generated during NF3 cleans.

Control & transparency

Continuous or campaign monitoring on the highest-emitting subfabs, with raw data retained and auditable.

One action

Publish emissions gas by gas and fab by fab — absolute tonnes alongside intensity, so growth cannot hide behind a falling ratio.

05

Verify

Owner Third-party assurance providers and atmospheric science

What is traceable

Reasonable-assurance opinions on reported figures, plus an independent physical check: regional inverse modelling from ambient measurements around fab clusters.

Control & transparency

Bottom-up inventories openly compared with top-down atmospheric estimates, and the difference explained rather than buried.

One action

Fund top-down monitoring around the major fab regions — Hsinchu, Pyeongtaek, Kyushu, Dresden, Phoenix — and treat divergence as a finding, not an embarrassment.

06

Disclose

Owner Brands, customers, capital and standard setters

What is traceable

Supplier F-gas emissions carried into purchased-goods Scope 3; species-level detail in climate disclosures rather than a single CO2e lump.

Control & transparency

Contractual data rights, assured supplier data, and a public register that lets an outsider add the chain up.

One action

Write F-gas into supplier contracts as a named, priced clause with data attached — not an aspiration in an annual report.

Every molecule may not be tracked.
But every responsibility must be.

Who is on the chain

From the point of origin to the person holding the phone.

Six populations of actors already touch this gas. None of them can close the loop alone; each of them can take one move that makes the next station's job possible. Company names below are illustrative of each layer, not an assessment of any individual firm.

Layer 01

Origin — gas makers

Linde · Air Liquide · Air Products · Resonac · Kanto Denka · SK specialty · Central Glass · Solvay · Chemours · Honeywell · Daikin

Top actionPublish sales volumes by gas and by region, and attach a digital passport to every container sold.

Layer 02

Tools & abatement

Applied Materials · Lam Research · Tokyo Electron · Edwards · Ebara · DAS Environmental Expert · Busch / CS Clean Solutions

Top actionMake an abated, metered exhaust the default shipped configuration — and publish measured, not nominal, destruction efficiency.

Layer 03

Semiconductor fabs

TSMC · Samsung Foundry · Intel · SK hynix · Micron · GlobalFoundries · UMC · Texas Instruments · Infineon · and the mature-node fabs no one lists

Top actionReport absolute F-gas tonnes gas-by-gas, fab-by-fab, assured — including legacy and mature nodes.

Layer 04

Display makers

BOE · LG Display · Samsung Display · AUO · Innolux · Tianma

Top actionAdopt semiconductor-grade abatement and reporting for SF6 and NF3 in TFT and OLED lines — the least-watched large user.

Layer 05

Brands & buyers

Apple · Nvidia · Microsoft · Google · Amazon · Meta · Dell · HP · automotive OEMs buying silicon by the million

Top actionAsk for the F-gas number inside the RFQ, verify it, and let it move the award — demand is the only fast lever.

Layer 06

Customers, capital, rule-makers

Investors and index providers · CDP · SBTi · ISSB · EU CSRD · US EPA · World Semiconductor Council · SEMI

Top action">Require species-level F-gas disclosure as a line item, not an aggregate, and make the chain publicly reconcilable.

Current risk & open gaps

What the chain is missing today.

If nothing changes

2030, on the current path

Capacity keeps rising through the decade. Abatement coverage improves in the leading-edge fabs that already report well, and lags everywhere else. Intensity metrics improve; absolute emissions do not. Nothing dramatic happens in any single year — which is exactly why it persists.

Shape of the risk

Absolute F-gas tonnes from electronics rise even as every published intensity ratio falls, because output outruns efficiency.

Shape of the risk

The gap between reported inventories and atmospheric observation widens, and the industry's numbers lose credibility at exactly the moment they matter most.

Shape of the risk

Regulation arrives suddenly and blunt — bans, levies, import conditions — instead of gradually and well-designed, because the data was never there to design with.

This is a directional reading of stated capacity plans, current abatement coverage and the known reporting gap — not a quantitative forecast. Any number worth acting on will come from the measurement stations above.

A ten-year ladder

2026 → 2035.
One rung a year.

If this really takes a decade, then let it be a decade with rungs. Each year builds the evidence the next year needs.

Voices worth following

The people already watching this gas.

Not endorsements, and no quotes put in anyone's mouth — these are the researchers and institutions whose published work is where a serious study of this question should begin.

Stephen Montzka

NOAA Global Monitoring Laboratory

Long-running atmospheric measurement of halocarbons; work showing where reported emissions and observed concentrations part company.

Ronald Prinn & the AGAGE network

MIT / Advanced Global Atmospheric Gases Experiment

The global observing network that makes independent, top-down verification of synthetic greenhouse gases possible at all.

Matt Rigby & Luke Western

University of Bristol

Inverse modelling of PFC, HFC and HFC-23 emissions — the discipline that turns ambient air into an accountability check.

Guus Velders

RIVM / Utrecht University

Scenario work on HFCs and the climate benefit of the Kigali Amendment; the reference point for what phase-downs actually deliver.

Johannes Laube

Forschungszentrum Jülich

Detection and attribution of new and rising halogenated gases, including species nobody was formally reporting.

Durwood Zaelke

Institute for Governance & Sustainable Development

Policy architecture for short-lived and super-warming pollutants, and how the Montreal Protocol model can be extended.

World Semiconductor Council & SEMI

Industry bodies

The existing collective PFC-reduction commitments and sustainability programmes — the natural place a chain of accountability would be ratified.

UNEP Ozone Secretariat & US EPA

Regulators and treaty bodies

Kigali implementation, the Greenhouse Gas Reporting Program's electronics subpart, and the rulemaking that sets the reporting floor.

For deeper diving

Where to read next.

No links here on purpose — links rot, titles don't. Each entry below is named precisely enough to find in one search, from the primary source itself.

IPCCAR6 Working Group I, Chapter 7 & Annex VII — global warming potentials and lifetimes for PFCs, SF6, NF3, HFCs
IPCC2006 Guidelines for National GHG Inventories, Vol. 3, Ch. 6 (Electronics Industry Emissions) and the 2019 Refinement
UNEPThe Kigali Amendment to the Montreal Protocol — text, ratification status and HFC phase-down schedules
European UnionRegulation (EU) 2024/573 on fluorinated greenhouse gases
US EPAGreenhouse Gas Reporting Program, Subpart I — Electronics Manufacturing; and the historical PFC Reduction / Climate Partnership
World Semiconductor CouncilJoint Statements on PFC emission reduction goals, including the post-2020 normalised emission rate commitment
SEMISustainability initiative materials and the S-series environmental, health and safety standards for equipment exhaust
NOAAGlobal Monitoring Laboratory — Halocarbons & Other Atmospheric Trace Species data and the annual Greenhouse Gas Index
AGAGEAdvanced Global Atmospheric Gases Experiment — network data archive for CF4, C2F6, SF6, NF3
JournalsAtmospheric Chemistry and Physics · Nature Communications · Environmental Science & Technology — search: "PFC emissions top-down bottom-up discrepancy" and "NF3 atmospheric abundance"
GHG ProtocolCorporate Standard and Scope 3 Standard, Category 1 — purchased goods and services
ISSB / EFRAGIFRS S2 Climate-related Disclosures; ESRS E1 Climate Change under the EU CSRD
CDP / SBTiClimate Change questionnaire guidance and sector pathways for information & communications technology
Company sourcesAnnual sustainability and ESG reports from major foundries, memory makers, display manufacturers and industrial gas suppliers — read the F-gas footnotes, not the headline chart
IEAReporting on semiconductor and data-centre energy and emissions growth to 2030
Keep it open

This is not a
conclusion.
It is the first
time the
question was
written down.

Every ton bought, used, abated, emitted and verified should have someone willing to put their name beside it. If that sounds obvious, ask who signs for the last one. Then keep asking — next quarter, next fab, next contract.

The question stays open