
AI-generated summary
LS Eco Energy's Vietnamese production subsidiary, LSCV, has been expanding the production of existing film-type bus ducts, and this investment in new epoxy-type facilities is a strategy to respond to the increasing demand for high-performance power solutions. The epoxy type is evaluated as a high-value product suitable for large-capacity power supply such as AI data centers due to its high insulation and durability.
LS Eco Energy announced on the 7th that LSCV, its Ho Chi Minh production subsidiary in Vietnam, will invest approximately 8 billion won to build a new epoxy insulated bus duct production facility.
Mass production will begin in the second half of 2027, and the total bus duct production capacity will be doubled by adding the epoxy type to the existing film type.
The epoxy type is a high-value product suitable for large-capacity power supply that requires high insulation and durability, such as in AI data centers (AIDC).
LSCV plans to respond to the diverse requirements of AIDC customers by expanding its product line and strengthen its competitiveness in receiving orders, especially in the Asian region.
LS Cable & System is using Gaon Cable's US subsidiary LSCUS as its North American business base and is also building a production corporation in Mexico. We are also expanding the production capacity of the Gumi Plant in Gyeongbuk and LSCV to strengthen the bus duct business for AIDC covering the Americas and Asia.
As global big tech's investment in data centers in Southeast Asia begins in earnest, the demand for power infrastructure required for data centers is expected to continue to increase.
LSCV has recently expanded its supply base to global big tech hyperscale data centers in Indonesia and Malaysia, and bus duct sales in the first half of this year have more than tripled compared to the same period last year.
AI outlook — possibilities, not facts
When mass production of LSCV's epoxy-type bus duct begins in the second half of 2027, annual sales are expected to increase by more than 50% compared to the current level.
Likely · Within years
Due to the expansion of investment in data centers in Southeast Asia by global big tech, demand for epoxy-type bus ducts is expected to grow at an average annual rate of more than 15% over the next three years.
Possible · Within years

Goldman Sachs predicted that stock price volatility may increase due to ETF rebalancing, option expiration, and end of share repurchase on October 8, the date of Samsung Electronics' third quarter provisional earnings announcement. Although the rebalancing of the semiconductor ETF may result in mechanical selling to Samsung Electronics, it is believed that funds are likely to flow into other semiconductor stocks such as SK Hynix. In addition, due to the strong won, the operating profit forecast for the third quarter was lowered from KRW 112 trillion to KRW 106 trillion, and continuous selling by foreigners was also pointed out as a factor in short-term volatility.

KOSPI started lower on the 7th, but turned upward during the day, with individual investors' net purchases and Samsung Electronics' rise driving the index up. KOSDAQ continued its downward trend.

Seohak Ant, an individual investor who invests in the U.S. stock market,'s U.S. stock holdings again exceeded $200 billion in four months, which is attributed to continued net purchases by individual investors driven by AI optimism and strong technology stocks.

Gangjin-gun, Jeollanam-do will be holding the ‘8th Themed Gangjin Celadon Online Auction’ on the Onvid website from the 9th to the 19th. Eight official works from the Goryeo Celadon Museum will be exhibited, and celadon works with chrysanthemum patterns as the theme will be auctioned. Bidding starts at 50% of the regular price.

Hacking attempts targeting the Export-Import Bank of Korea and the Bank of Korea have increased rapidly this year. According to data submitted by Rep. Lee Jong-wook, a member of the National Assembly's Finance and Economic Planning Committee, the Korea Exchange Bank recorded 283 cases this year, exceeding the total of the previous five years, and the Bank of Korea also recorded a cumulative 136 cases.
![[Featured Stock] The U.S. is also watching over suspicions of Russian plague leaks... Related stocks soar early in the market](/api/img?u=https%3A%2F%2Fimg.yna.co.kr%2Fetc%2Finner%2FKR%2F2026%2F10%2F07%2FAKR20261007046300008_01_i_P2.jpg&w=320&q=72&f=webp)
Amid suspicions of a pathogen leak from Russia's Siberian Plague Research Institute, the United States is also monitoring the situation, and on the domestic stock market on the 7th, stocks related to antibiotics for the treatment of plague, such as Kukje Pharmaceutical, Shinpoong Pharmaceutical, and Chong Kun Dang Bio, are rising.