(사)국제융복합연구원

키워드

초록

This paper examines how geopolitical risks in the supply chain and ESG (Environmental, Social, and Governance) management intersect within the IT and semiconductor industries, where rapidly changing global trade conditions accentuate vulnerability to external shocks. Sudden events such as international disputes, export controls, and shortages of rare materials are found to affect not only operational efficiency but also environmental sustainability, social responsibility, and governance stability. By closely investigating major Korean IT and semiconductor firms, this study identifies several proactive approaches that enhance both crisis resilience and ESG performance. Examples include responsible sourcing programs built upon due diligence, eco-innovation through the recycling of rare gases, and intensified investments in supplier partnerships to safeguard labor and human rights. Recent legislation in leading global markets, such as the European Union and the United States, imposes higher standards for supply chain due diligence, thereby pressuring Korean companies to refine their risk management yet simultaneously accelerating the development of robust, sustainable practices. These findings underscore that geopolitical risks can be transformed into long-term opportunities for innovation if firms align legal and institutional refinements with supplier capacity-building efforts and transparent disclosure mechanisms. Above all, Korean IT and semiconductor industries exhibit substantial potential to establish reliable and environmentally sound value chains, a capability that can position them as trusted supply chain hubs in the global arena.

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