Dave Dai
Head of APAC sustainable investing research at Barclays, focusing on energy transition, sustainable finance and the implications of shifting generation mixes in Asia.
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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.
