LS Materials 向美国燃料电池厂商供应 690 亿韩元 AI 数据中心超级电容器
LS Materials to Supply 69 Billion Won in Ultracapacitors to US Fuel Cell Maker < Battery < 기사본문 - The Elec Inc.
LS Materials 于 10 月 13 日宣布与美国一家氢燃料电池公司签署约 690 亿韩元（约 5150 万美元）的超级电容器（UC）供应合同，用于 AI 数据中心，金额约为其去年独立营收 290 亿韩元的 2.4 倍。交付将从 2027 年 4 月起分阶段进行，为期约一年；此前 7 月已与同一客户签订 63 亿韩元初始合同，累计订单达 752 亿韩元。
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Contract Worth 2.4 Times Its 2025 Standalone Revenue
EunGyu Kim; Published 2026.10.13 15:00; Reply 0
LS Materials announced on Oct. 13 that it has signed a contract worth about $51.5 million, or 69 billion won, to supply ultracapacitors (UCs) for artificial intelligence (AI) data centers to a U.S. hydrogen fuel cell company.
The contract is equivalent to about 2.4 times the company’s standalone revenue of 29 billion won last year.
Deliveries will be made in stages over about a year starting in April 2027. LS Materials signed an initial supply contract worth 6.3 billion won with the same customer in July, bringing cumulative orders to 75.2 billion won.
UCs are components that can charge and discharge large amounts of electricity in a short period. They help stabilize the output of hydrogen fuel cell power generation systems when electricity demand at AI data centers fluctuates sharply.
LS Materials is expanding its UC business beyond its traditional markets — such as wind power generation, automated guided vehicles (AGVs), and uninterruptible power supplies (UPSs) — into AI data centers. The company is also in discussions with the customer regarding additional supply contracts.