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Back|LS Eco Energy invests 8 billion won in large-capacity bus duct for AI data center
LS Eco Energy invests 8 billion won in large-capacity bus duct for AI data center
NEWS
연합뉴스·1 hour ago·Business·2 min read·🇰🇷South Korea·

LS Eco Energy invests 8 billion won in large-capacity bus duct for AI data center

Quick Look

  • LS CV, the Vietnamese production subsidiary of LS Eco Energy, will invest approximately 8 billion won to build a new epoxy insulated bus duct production facility and begin mass production in the second half of 2027.
  • By adding the epoxy type to the existing film type, the total bus duct production capacity will be doubled, and the company plans to strengthen its competitiveness in receiving orders in the Asian region in response to increasing demand for AI data centers.

AI-generated summary

Why It Matters

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.

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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.

What to Watch

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

Open Questions

  • ?What is the specific production scale of epoxy type bus duct?
  • ?What is the proportion of facility construction and operation costs among the 8 billion won investment?
  • ?What is LSCV’s current bus duct market share?

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This article was originally published by 연합뉴스.

Quick Look

  • LS CV, the Vietnamese production subsidiary of LS Eco Energy, will invest approximately 8 billion won to build a new epoxy insulated bus duct production facility and begin mass production in the second half of 2027.
  • By adding the epoxy type to the existing film type, the total bus duct production capacity will be doubled, and the company plans to strengthen its competitiveness in receiving orders in the Asian region in response to increasing demand for AI data centers.

AI-generated summary

Story signals

News tone
Positive
Emotional intensity
High
News value
Moderate
Global impact
Global
Follow-up likelihood
Likely
Relevance window
Weeks

Source & Reliability

Source
연합뉴스
Source quality
Full
Published
1 hour ago
View original
ls eco energy
lscv
vietnam
ls eco energy
Minji Kim
LS Eco Energy
LSCV
LS Cable & System
Gaon Electric Wire
ho chi minh
vietnam
Indonesia
malaysia
lscv
vietnam
Epoxy bus duct
ai data center
power infrastructure
Expansion of production capacity

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