Bum Ki Son
Senior regional economist covering South Korea and Taiwan at Barclays, specializing in macroeconomic analysis and the economic impacts of energy and trade shocks.
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Mar 25, 2026 • 20min
Energy Threats Expose Korea and Taiwan Chip Hubs
Dave Dai, Barclays head of APAC sustainable investing research, and Bum Ki Son, Barclays senior regional economist for Korea and Taiwan, unpack power risks for chipmaking hubs. They map reliance on oil, LNG and chemical gases, quantify reserve vulnerabilities and day-of-peak outage threats. They debate alternatives like nuclear restarts, renewables ramp-up and emergency rationing measures to keep fabs running.
