Boston, May 16, 2025 – A Green Century shareholder proposal requesting that Skyworks Solutions disclose its full contribution to climate change received 21.9% of votes cast at the company’s annual meeting on Wednesday. The semiconductor manufacturer supplies major technology companies including Apple , Google and Microsoft with materials that power billions of electronic devices such as smartphones and laptops.
“Investors need a more complete understanding of a business’ contribution and exposure to climate risk to understand potential effects on their investments,” said Leslie Samuelrich, president of Green Century. “By disclosing the majority of its emissions, Skyworks would catch up to industry standards and meet investor expectations.”
Skyworks lags competitors and customers on climate ambition
The semiconductor industry accounted for as much climate pollution as half of U.S. households combined in 2023. About 80% of a semiconductor’s climate footprint comes from across its supply chain, including raw materials and device use.
Many of Skyworks’ peers are reducing their impact on climate change. NXP Semiconductors and Applied Materials are among more than 10,000 companies that have set science-based climate emissions reduction targets. In addition, more than 60 semiconductor companies founded the Semiconductor Climate Consortium to mitigate emissions from the industry.
Skyworks’ largest customers also surpass the company in their climate commitments. Apple, which accounted for 69% of Skyworks’ net revenue in 2024, aims to be carbon neutral by 2030, and other customers such as Amazon, Microsoft and Google have equally ambitious targets.
Disclosing climate emissions increases transparency and drives action
Measuring full value-chain emissions helps companies identify the largest sources of greenhouse gases across their operations and supply chain. It is also a crucial first step toward setting targets and implementing actions to reduce emissions.
Although Skyworks has disclosed its operational emissions and emissions from business travel, these are likely to account for less than 10% of the company’s overall impact on climate change based on competitors’ disclosures. Peers that report a more complete emissions inventory show that supply-chain and device use emissions typically comprise more than 90% of a semiconductor’s climate impact.
“Skyworks disclosing its full value-chain emissions would signal its intent to catch up to competitors and meet its customers’ expectations for climate action,” said Green Century Shareholder Advocate Giovanna Eichner. “Continuing to trail the industry creates reputational, competitive, and climate risks that threaten its bottom line and the planet.”
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