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00:21
Jun 16
Lee Ju-hyeon Director, Xangle 815 Money Talk (815머니톡)
800V data centers drive supercapacitor demand.
Nvidia and Google are adopting 800V high-voltage architectures earlier than expected to handle massive power consumption and spikes in AI data centers. This will drive demand for supercapacitors and MLCCs, benefiting domestic suppliers like Samwha Capacitor, Vinatech, and LS Materials.
436530.KQ 1ST
MED

About 436530.KQ Analyst Coverage

Buzzberg tracks 436530.KQ across 1 sources. 1 bullish vs 0 bearish calls from 1 analysts. Sentiment: predominantly bullish (100%). 1 total trade ideas tracked. Past 7 days: 1 bullish. Latest voices: Lee Ju-hyeon.