LS Materials Secures First UC Supply for U.S. Nuclear Fusion Project, Pioneering New Market
First Order in Nuclear Fusion Sector, Applied to Demonstration Project
Instant Power Supply with High-Power UCs Demonstrates Technological Strength
AI-Driven Surge in Power Demand Fuels Growth in Fusion and UC Markets
LS Materials is supplying ultra capacitors (UC) for the first time to a U.S. nuclear fusion power project.
According to LS Materials on April 23, this order marks the company’s first supply in the field of nuclear fusion power, and the UCs will be applied in a demonstration project aimed at commercializing a U.S. energy company’s technology. The company believes there is potential for follow-up orders as additional demonstrations proceed, as well as for large-scale supply during the commercialization phase.
The company explained that high-power UCs for fusion power require advanced technology and strict verification standards, and that companies with early references are likely to see expanded orders in this field.
LS Materials is expanding its business from its existing focus on wind turbines and UPS systems to next-generation power infrastructure, such as fusion power, hydrogen fuel cells, and power grid stabilization. In particular, the mid- and large-sized UC market has an oligopolistic structure, and the company anticipates that it will directly benefit as the market grows.
LS Materials employees are manufacturing capacitors at the Gunpo factory. LS Materials.
View original imageNuclear fusion power is a next-generation technology that produces energy through the same principle as the sun, and major countries such as the United States, Europe, and China are pursuing large-scale projects in this field. With the rapid rise in electricity demand due to the spread of artificial intelligence (AI) data centers, investment in fusion technology is expanding, and demand for UCs capable of high-power control is also expected to increase.
This project will use more than 1,000 large UC modules. LS Materials’ UCs can deliver 15 MW of power in just 0.06 seconds, providing the instant power supply needed for operating fusion devices. This is enough to supply electricity simultaneously to thousands of households.
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Hong Youngho, CEO of LS Materials, said, “This supply marks an important turning point as we accelerate entry into the commercialization market,” and added, “We plan to expand our orders into next-generation power infrastructure markets such as hydrogen fuel cells, AI data centers, and power grid stabilization.”
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