NH투자증권 announced on the 7th that DSC has secured a large order for energy storage for U.S. data centers, shifting its stance from “hold” to “buy” and raising its target price from KRW 34,000 to KRW 58,000. This reflects the growth potential of the data‑center industry and confidence in the reliability of energy‑storage supply.
DSC has fulfilled a contract worth KRW 501.4 billion with the U.S. firm Hieaxium. The new unit price appears above the domestic average, suggesting that DSC will secure roughly 140 MW of power storage. Given the actual supply volume, the likelihood of using this as a power source for data centers increases.
Research Institute has indicated that this order also signals US market entry potential for PAFC (Power‑Adjusted Fuel Cell), which is less efficient than SOFC (Solid Oxide Fuel Cell). With rising on‑site generation demand in the U.S., further orders are likely, enabling DSC to secure over 250 MW of production and expand sales to about KRW 882.1 billion.
Finally, although this year bears financial burden, it is expected that next year’s production will rise sharply, easing cost pressures and improving profitability. This signals a positive outlook for the data‑center energy storage market.)