ENS

View History (1, newest first)

1. 07/05/2026, 13:38UTCMentionView on X →
   Looks like there's a high power cylindrical cell / BBU cell shortage (aka: bottleneck): - Samsung SDI supplies the cells to Simplo, which assembles them into BBUs for $META to $AMZN. - As demand from data centers has increased, production of Samsung SDI's cylindrical cells has also risen sharply. - Industry sources said Panasonic, Samsung are experiencing supply shortages for BBU cells. So main beneficiaries imo look like: - Samsung SDI (KRX: 006400) / Panasonic Energy as cleaneset winners - Murata (6981) / this keeps showing up everywhere with MLCC and others lol - LG Energy (KRX: 373220) / incoming There's not really much direct US players? But adjacent read through like $VRT, $ETN or $BWA / $ENS. Not quite in my domain emphasis cup of tea though. I wouldn't conflate this as all shortages having a massive TAM, but there could be opportunities...