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To Share or Not to Share: Orchestrating Trustworthy Data in Global Value Chains

共有するかしないか:グローバルバリューチェーンにおける信頼できるデータのオーケストレーション (AI 翻訳)

Han-Teng Liao, Chang-Yi Kao

arXivプレプリント2026-06-11#AI×ESGOrigin: Global経営インパクト: 調達リスク対象セクター: semiconductor
原典: https://arxiv.org/abs/2606.12788
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🤖 gxceed AI 要約

日本語

CBAM(国境炭素調整)の施行に向け、グローバル半導体・石油化学バリューチェーンにおけるデータ主権と規制透明性の両立を図る。国際データスペース(IDSA)フレームワークを基盤に、SBTiやSafe-and-Sustainable-by-Design(SSbD)要件を統合したRegTechアーキテクチャを提案。台北・ペナン回廊を事例に、デジタルプロダクトパスポート(DPP)とAgentic AIによる自律コンプライアンスが、グリーンファイナンスと持続可能なサプライチェーンを実現する道筋を示す。

English

As the EU CBAM approaches, this paper proposes a RegTech reference architecture using the International Data Spaces (IDSA) framework to reconcile regulatory transparency and data sovereignty in global semiconductor-petrochemical value chains. It distinguishes mandatory CBAM requirements from voluntary SBTi and Safe-and-Sustainable-by-Design (SSbD) frameworks. Using the Taipei-Penang corridor as a case, it shows how Digital Product Passports (DPPs) and Agentic AI enable autonomous compliance and green financing, offering a scalable blueprint for sovereign and sustainable supply chains.

Unofficial AI-generated summary based on the public title and abstract. Not an official translation.

📝 gxceed 編集解説 — Why this matters

日本のGX文脈において

本論文が扱う「データ主権」と「規制対応の透明性」の両立は、日本の半導体・電子部品サプライチェーンにおいても重要な課題。SSBJ対応やCBAM輸出規制を見据え、IDSAフレームワークやDPPの導入は日本の企業実務に示唆を与える。

In the global GX context

This paper provides a practical blueprint for multinational firms facing CBAM and SBTi compliance globally, especially in semiconductor and chemical sectors. It integrates data sovereignty with ESG disclosure, which aligns with ISSB and CSRD trends.

👥 読者別の含意

🔬研究者:This paper offers a novel reference architecture combining IDSA, DPP, and Agentic AI for supply chain transparency, relevant for future research on digital infrastructure and carbon accounting.

🏢実務担当者:Corporate sustainability teams can use this framework to design data-sharing systems for CBAM compliance and SBTi reporting, particularly in semiconductor and petrochemical supply chains.

🏛政策担当者:Regulators developing digital product passport mandates or climate disclosure rules can draw insights on balancing transparency with data sovereignty.

📄 Abstract(原文)

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.

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