[두산 포트폴리오 줌인]두산퓨얼셀, SOFC로 '수소경제' 새판 짠다

Doosan Fuel Cell's shift from 1st-generation PAFC to next-generation SOFC technology coincides with soaring AI data center power demand, which requires high-efficiency distributed power sources for continuous operation. Though currently in loss-making production phase, improving cell yield rates and incoming global contracts signal strong commercial potential. Successfully commercializing SOFC—where no Korean competitor has established proven success—could fundamentally reshape the company's valuation in the critical AI infrastructure market.