Sanil Electric is being re-evaluated as a major beneficiary of the power facility sector, driven by the expansion of artificial intelligence (AI) data centers. In the market on the 2nd, Sanil Electric closed at 22,500 won, down more than 9% from the previous day. However, ahead of NVIDIA CEO Jensen Huang's visit to Korea, there is a growing surge of interest in overall power infrastructure-related stocks.

The market is noting that the core of AI industry growth is expanding beyond simply semiconductors to 'power supply capacity.' The analysis suggests that because massive AI data centers consume enormous amounts of power, the demand for special transformers and power equipment is inevitably bound to increase. As the expansion of AI servers grows, the importance of building power grids and supplying power equipment also increases. Accordingly, the industry is showing a trend where investment buying is spreading across the entire AI infrastructure, including semiconductors, data centers, power facilities, and cooling systems.

Sanil Electric, a specialized special transformer company, produces core equipment used in ships, industrial facilities, power plants, and data centers. Recently, as the need to replace aging power grids continues primarily in North America and AI data center construction becomes active amid a trend of expanding global power grid investments, Sanil Electric's growth potential is being highlighted. In the stock market, the forecast is gaining traction that the role of infrastructure companies, which stably supply power, will grow significantly, alongside major AI-related stocks.

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