Hitachi
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SMR Supply Chains Are Becoming The Next Capacity Trade
A current UK-Korea supplier dispute, a U.S.-Japan reactor push, and fresh Darlington construction milestones are turning small modular reactors from a distant theme into a live industrial-capacity trade.
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AI 거래의 다음 병목은 반도체보다 전력 인프라가 될 가능성이 크다
시장 시선이 GPU에서 변압기, 스위치기어, 송배전 소프트웨어로 넓어지고 있다. 미국, 유럽, 일본, 한국 모두에서 ‘AI 설비를 실제로 전력망에 붙일 수 있느냐’가 핵심 이슈가 되고 있다.
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Power Is Becoming the New AI Bottleneck Across U.S., Europe, Japan and Korea
The next leg of the AI trade is moving beyond chips. Traders are starting to price the grid, transformer and power-management names that decide whether new AI capacity can actually switch on.
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SMR Optionality Is Turning Into a Listed Supply-Chain Trade Across the U.S., Europe, Japan and Korea
The June 3 U.S.-Korea nuclear talks and late-May supplier wins suggest traders are starting to price SMRs less as distant policy theater and more as an industrial backlog story.