Fairness Concern, ESG Effort, and Cost-Sharing Contracts: Implications for Semiconductor Supply Chain Stability Under Market Uncertainty

As a cornerstone of global technological advancement, the semiconductor industry depends critically on supply chain stability, which directly influences the global economy and technological innovation. To address uncertainty in semiconductor supply chains, this study develops a Stackelberg game model incorporating Nash bargaining fairness concern to examine pricing strategies, ESG effort decisions, and their implications for supply chain stability under different fairness concern scenarios. A cost-sharing contract-based coordination mechanism is proposed, and numerical simulations verify the effects of fairness concern and ESG effort on stability, as well as the coordinating role of the cost-sharing contract under market uncertainty. The results show the following: (1) Manufacturer fairness concern boosts its profit and ESG effort, but excessive price hikes erode retailer profit and undermine stability. (2) Retailer fairness concern prompts the manufacturer to rebalance profit allocation via lower wholesale prices and reduced ESG effort, weakening supply chain competitiveness. (3) Cost-sharing contracts effectively mitigate the adverse effects of fairness concern and enhance semiconductor supply chain stability. This study provides a verifiable framework for semiconductor firms to improve cooperative stability and sustainable development.