LS Materials to Supply Ultracapacitors to U.S. Fusion Power Project for First Time

LS Materials said Wednesday it will supply ultracapacitors, or UCs, to a U.S. nuclear fusion power project.

The company said the order marks its first supply deal in the fusion power sector and will be used in a demonstration project aimed at commercialization by a U.S. energy company. LS Materials said it expects follow-on orders tied to additional demonstrations and larger orders if the project moves into commercialization.

The company said high-output UCs for fusion power require advanced technology and must meet strict verification standards, making early references important as orders expand. It called the supply deal a turning point in establishing a leading position in the market.

LS Materials said it is expanding beyond a business focused on wind turbines and uninterruptible power supplies into next-generation power infrastructure, including fusion, hydrogen fuel cells and grid stabilization. It added that the mid- to large-size UC market is dominated by a small number of players, meaning growth could translate directly into gains.

Fusion power is a next-generation technology that produces energy using the same principle as the sun, and major countries including the United States, Europe and China are pursuing large-scale projects, the company said. With electricity demand rising sharply as AI data centers spread, investment in fusion is increasing, and demand is also expected to grow for UCs capable of high-output power control.

The project will use more than 1,000 large UC modules. LS Materials said its UCs can deliver 15 megawatts of power in 0.06 seconds, providing the instant power needed to operate fusion equipment — a level comparable to supplying electricity used by thousands of households at once.

Chief Executive Hong Young-ho said the supply deal is “an important turning point” in accelerating entry into the commercialization market. He said the company will expand orders in next-generation power infrastructure markets including hydrogen fuel cells, AI data centers and grid stabilization.