rising5월 1일· 2 sources
[전력 인사이드] 효성重, 765kV 변압기로 수주잔고 '업계 1위'
Why it matters
The exponential growth of AI data center infrastructure is driving unprecedented demand for ultra-high voltage power transmission equipment, creating a supply-constrained market where demand significantly outpaces available capacity. This surge coincides with North America's aging grid replacement cycles, positioning advanced 765kV technology providers like Hyosung to capture substantial long-term contracts and establish market dominance in critical power infrastructure.
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143d
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765kV transformerHVDCCircuit breakerHyosung HeavyData center energySemiconductor transformerPower grid modernization