Photograph) LS Materials employees producing ultracapacitors


■ Winning nuclear fusion demonstration project expected to lead to large-scale orders upon commercialization 
■ Surging AI power demand leading to increased investments in nuclear fusion
■ Expanding business in next-generation infrastructure, including hydrogen fuel cells and power grid stabilization 


LS Materials (CEO Hong Young-ho) announced on the 23rd that it will supply ultracapacitors (UCs) for a nuclear fusion power project in the US.

As the company's first order in the nuclear fusion power sector, it will be utilized in a demonstration project aimed at commercialization by a US energy company. This achievement is highly significant, as it paves the way for further demonstrations and subsequent orders, and the company anticipates large-scale contracts once it reaches the commercialization stage.

According to the company, high-power UCs for nuclear fusion power generation are characterized by high technical difficulty and rigorous verification standards. Consequently, companies that have successfully secured initial references are likely to receive the bulk of orders. By winning this contract, LS Materials will be able to secure a leading position in this expanding market.

LS Materials is actively diversifying its business portfolio, shifting its focus from wind turbines and UPS systems to next-generation power infrastructure sectors such as nuclear fusion, hydrogen fuel cells, and power grid stabilization. Importantly, the medium-to-large UC market is oligopolistic in structure, so the company is positioned to benefit directly from overall market growth.

Nuclear fusion power generation utilizes next-generation technology to produce energy in the same way as the sun, and major countries like the US, Europe, and China are aggressively pursuing large-scale projects. As the exponential surge in power demand driven by the proliferation of AI data centers spurs investments in nuclear fusion, the demand for UCs capable of high-power control is expected to rise as well.

This specific project will incorporate more than 1,000 large-scale UC modules. These modules have an exceptional high-power performance, outputting 15 MW-class power in just 0.06 seconds, which is equivalent to instantly and simultaneously supplying enough power for thousands of households. LS Materials' UCs will be used for the instantaneous power supply critical for operating nuclear fusion devices.

"This supply contract is a pivotal turning point that officially kicks off commercialization," said Hong Young-ho, CEO of LS Materials. "We will continue to aggressively expand our orders across the next-generation power infrastructure market, which encompasses hydrogen fuel cells, AI data centers, and power grid stabilization."