Manufacturing the world's most advanced semiconductors demands a massive, uninterrupted supply of electricity. In Taiwan, the technology sector alone accounts for a staggering one-quarter of the economy's total power consumption. However, the war in the Middle East is exposing deep vulnerabilities for both South Korea and Taiwan, as these vital chipmaking hubs rely heavily on oil, LNG and chemical gases flowing through the region.
If the conflict drags on, exactly how long can strategic energy reserves last in Seoul and Taipei? Could sudden power shortages during the high-demand summer peak season derail the global rollout of AI infrastructure? And what emergency measures can policymakers implement to secure their grids, such as shifting generation mixes or pivoting back to nuclear power?
Bum Ki Son, Barclays’ senior regional economist covering South Korea and Taiwan, and Dave Dai, its head of APAC sustainable investing research, join John Lee on the Asia Centric podcast. They unpack the energy choke points threatening the region's tech dominance and explore the viable alternatives for sourcing power.
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