
AI-generated summary
LS Electric has responded to North American market demands by building local production and sales facilities in Utah and Texas, USA, and has built up technological prowess in the field of power solutions for data centers.
LS Electric announced on the 19th that it signed a contract to supply North American data center distribution solutions worth 170 billion won with a big American tech company.
This project was concluded as a long-term supply agreement (LTA) for two years from 2027 to 2028.
The order amount is the quantity scheduled to be supplied in 2027, and the scale of the project in 2028 will be determined through additional discussions.
The supplied item is a 38kV high-voltage switchboard, which is a core infrastructure that stably distributes high-voltage power supplied to the data center and protects facilities in the event of an abnormality.
This product requires high reliability and quality due to the nature of artificial intelligence (AI) data centers that require a stable supply of large-scale power 24 hours a day.
Following this contract, LS Electric is also discussing additional supply of high-end power equipment customized for data centers, such as low-voltage switchboards, distribution transformers, and RMUs (high-pressure gas load switches).
LS Electric has established a customized response system from design to production, delivery, and test operation and has strengthened its stable supply capabilities.
We are actively responding to local demand by building a complete local value chain encompassing sales, design, production, and service, centered around 'LS Electric Utah' located in Cedar City, Utah, and 'Bastrup Campus' in Texas.
An LS Electric official said, "The world's best data center solution technology and the trust we built while carrying out customized data center projects led to the signing of this long-term supply contract. We will continue to expand the supply of high-value-added products for data centers in the future to secure a stable sales base and maximize profitability."
AI outlook — possibilities, not facts
LS Electric plans to expand its share of the North American data center market by signing additional supply contracts in 2028.
Likely · Within months
LS Electric's profitability will improve as the operation rate of its North American production facilities increases.
Possible · Within months

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