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LS Eco Energy to invest 8 bln won in Vietnam busduct line for AI data centers
Коротко
LS Eco Energy said on Oct. 7 that its Vietnam production unit LSCV will invest about 80 billion won to build a new epoxy-insulated busduct production line in Ho Chi Minh City, starting mass output in the second half of 2027. Adding the epoxy type to its existing film type will double total busduct capacity. The company said first-half busduct sales more than tripled on year as it widened supply to hyperscale data centers in Indonesia and Malaysia.
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LS Eco Energy said on Oct. 7 that its Vietnamese production subsidiary LSCV will invest about 80 billion won to build a new epoxy-insulated busduct production facility in Ho Chi Minh City. The company said mass production will begin in the second half of 2027, and that adding the epoxy type to its existing film-type line will double LSCV’s total busduct production capacity. [ 1 , 2 , 3 , 4 , 5 ]
Busduct is described in the reports as a power distribution system that replaces ordinary power cables, carrying large volumes of electricity through conductors inside a metal casing, and is used in plants, high-rise buildings and data centers. The epoxy-insulated version is presented as a high-value product suited to very large power supply in settings such as AI data centers that require high insulation and durability. [ 2 , 4 , 5 ]
The company tied the investment to data center construction in Southeast Asia. Asia Economy and Bloter reported that Microsoft and Google had announced investments of 2.2 billion dollars and 2.0 billion dollars respectively in Malaysia for AI and cloud infrastructure, and said demand for the power infrastructure data centers need is expected to keep rising. LSCV has widened its supply to hyperscale data centers of global technology firms in Indonesia and Malaysia, and its first-half busduct sales more than tripled from a year earlier, according to the reports. [ 1 , 2 , 4 , 5 ]
The move is part of a wider production network. LS Cable is using LSCUS, the US subsidiary of Gaon Cable, as its North American base and is building a production subsidiary in Mexico, while expanding capacity at its Gumi plant in North Gyeongsang Province and at LSCV, the reports said. Seoul Economic Daily noted that LSCV set up its busduct production facilities in 2018 and initially supplied plants and high-rise buildings. [ 1 , 2 , 4 , 5 ]
CEO Lee Sang-ho said the investment would strengthen both product competitiveness and production capacity and accelerate the push into Asia’s AI power infrastructure market, adding that the group aims to build a power infrastructure belt linking Korea, Vietnam and North America. [ 2 , 4 , 5 ]
Почему это важно
The investment targets power-distribution equipment for AI data centers, a segment the company says is growing as global technology firms expand capacity in Southeast Asia. It also extends an LS group supply network that already spans Korea, Vietnam and North America, which the documents present as the basis for competing for regional orders. The documents do not give the size of the market or the company’s share of it.
Ключевые факты
- LS Eco Energy said its Vietnamese unit LSCV will invest about 80 billion won in a new epoxy-insulated busduct production facility. [ 1 , 2 , 3 , 4 , 5 ]
- Mass production is to begin in the second half of 2027, according to the reports. [ 1 , 2 , 4 , 5 ]
- Adding the epoxy type to the existing film type will double LSCV’s total busduct production capacity. [ 1 , 2 , 4 , 5 ]
- The epoxy type is described as suited to large-capacity power supply requiring high insulation and durability, such as AI data centers. [ 1 , 2 , 4 , 5 ]
- LSCV’s busduct sales in the first half of the year more than tripled from a year earlier, the company said. [ 1 , 2 , 4 , 5 ]
- Asia Economy and Bloter reported that Microsoft and Google announced investments of 2.2 billion dollars and 2.0 billion dollars respectively in Malaysia for AI and cloud infrastructure. [ 2 , 5 ]
- LS Cable is using LSCUS, the US subsidiary of Gaon Cable, as its North American base and is building a production unit in Mexico, while expanding capacity at its Gumi plant and at LSCV. [ 1 , 2 , 4 , 5 ]
- CEO Lee Sang-ho said the investment aims to strengthen product competitiveness and production capacity and speed up the push into Asia’s AI power infrastructure market. [ 2 , 4 , 5 ]
Подтверждено несколькими источниками
- LS Eco Energy is investing about 80 billion won in its Ho Chi Minh production subsidiary LSCV for a new epoxy-type busduct line. [ 1 , 2 , 3 , 4 , 5 ]
- The new line is to start mass production in the second half of 2027. [ 1 , 2 , 4 , 5 ]
- Total busduct production capacity at LSCV will double once the investment is completed. [ 1 , 2 , 4 , 5 ]
- First-half busduct sales rose more than threefold year on year. [ 1 , 2 , 4 , 5 ]
- LSCV has widened supply to hyperscale data centers of global technology firms in Indonesia and Malaysia. [ 1 , 2 , 4 , 5 ]
Пока неясно
- Absolute production capacity figures for the busduct lines before and after the investment. The documents say capacity will double but do not give volume or revenue figures for the capacity itself.
- Whether the roughly 80 billion won covers only production equipment or also other costs. The reports describe the sum as an investment in new production facilities but do not break it down.
- The detailed contents of the Newsis report. Only the outlet’s headline and summary about the investment were available; its article text did not cover this event.
Что пишут местные СМИ
Хронология, местное время
- Yonhap reports the roughly 80 billion won investment in LSCV and the epoxy busduct line. [ 1 ]
- Asia Economy reports the investment and adds the Microsoft and Google Malaysia data center investment figures. [ 2 ]
- Newsis reports the Vietnam investment and new epoxy-type busduct production in its headline. [ 3 ]
- Seoul Economic Daily reports that LSCV’s busduct production capacity will double and that output starts in the second half of 2027. [ 4 ]
- Bloter reports the investment and quotes CEO Lee Sang-ho on building a power infrastructure belt across Korea, Vietnam and North America. [ 5 ]