Boston, May 19, 2026 – Investors in Skyworks Solutions, the billion-dollar semiconductor manufacturer, voted last Wednesday on a Green Century Capital Management (Green Century) proposal asking for better emissions reduction efforts across its supply chain. The proposal received 16.6% of votes cast. To date, Skyworks, a major supplier to Apple, Amazon and Google, has only publicly reported its operational carbon footprint, which comprises a small portion of its climate impact.
“Investors want Skyworks to manage how it contributes to a warming planet with a seriousness that matches the risks that global warming creates,” said Leslie Samuelrich, president of Green Century. “The company needs to look beyond its operations and acknowledge the broader impacts of its full supply chain. Otherwise, it will remain short-sighted in its ambitions to cut emissions and long-term costs to the business and environment.”
Green Century has pressured providers, including Skyworks, of critical computing components to disclose and address their full contribution to climate change since 2020. Negotiations with NVIDIA pushed the company to set emissions reduction goals, and the withdrawal of a Green Century resolution committed Intel to disclosing supplier emissions reduction pathways and plans. Skyworks’ continued inaction led to Green Century’s 2025 proposal calling for the disclosure of its supply chain emissions and received one of the highest votes of resolutions that went to any shareholder ballot for Green Century that year.
Powering the pollution problem
The semiconductor sector provides the superpower to meet the increasing demand for AI and data centers. Unfortunately, the environmental impact of this technology to our modern world is as great as its societal potential. In 2023, semiconductor manufacturing was responsible for as much carbon output as half of U.S. households combined. Manufacturing emissions are expected to rise by about a third by 2030 due to the growing scale and complexity of AI and data center projects.
Skyworks lags on climate solutions
Skyworks’ peers provide clearer pictures of how they heat the planet. Competitors, including Analog Devices, Broadcom, and NXP, all report more of the supply chain (so-called “Scope 3”) emissions that can account for up to 99% of their total greenhouse gas footprint. In contrast, Skyworks’ available supply chain data only covers business travel, which likely accounts for less than 5% of its climate impact based on peer comparison.
As Apple, Amazon, and Google face backlash for increasing emissions instead of reaching climate targets, they are calling upon their suppliers to reduce their overall environmental impact. According to a 2025 Bain and Company survey, 49% of companies already buy more from their more sustainable suppliers and nearly half expect to drop suppliers that fail to meet their sustainability criteria by 2028.
Falling behind on climate action poses risks to companies that depend on a small number of customers for revenue. Semiconductor emissions make up more than one-third of Apple’s total emissions. At the same time, Apple accounted for 67% of Skyworks’ net revenue in 2025. With Apple’s goal to become carbon neutral across its entire manufacturing supply chain by 2030, Skyworks will be as critical to its climate strategy as its iPhones.
“Skyworks’ tech titan customers are not the only ones scared by soaring emissions,” said Green Century shareholder advocate Giovanna Eichner. “By divulging its full climate footprint, Skyworks can assure investors that it is taking climate risks seriously and will keep up with competitors in mitigating those risks. Without that, there’s a bigger chance of its biggest buyers moving on to a more environmentally responsible competitor.”
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