비나텍·LS머티리얼즈, 800V DC 시대 커패시터 수요 폭발ㅣ메리츠 리서치 인사이트ㅣAfter AI 7ㅣ문경원 애널리스트

Capacitors—have you heard of them, but aren't sure exactly what they are? In the era of 800V DC for AI data centers, the capacitor is the value chain component you must pay the most attention to. In this video, Meritz Securities analyst Kyung-Won Moon summarizes everything from the basic concepts of capacitors to the structural reasons behind the explosive demand in AI data centers. From why supercapacitors are essential for Kyber rack sidecars and fuel cells, to two reasons for a potential MLCC supercycle, and the future of film capacitors and SSTs. If you are interested in Vinatech, LS Materials, or MLCC-related stocks, please make sure to watch until the end! 🔖 Guest: Analyst Kyungwon Moon 🎬 Filming Date: March 13, 2026 ⏱ Timeline 0:00 Intro 1:05 What is a Capacitor? 2:51 800V DC Trends and Rising Power Density 4:53 Capacitors = The Joints of Power Systems 6:26 Uses of Capacitors by Power Supply Path 8:33 Kyber Rack Sidecar and Supercapacitors 9:41 Supercapacitor Market Size and Related Companies 10:47 Fuel Cell Systems and Supercapacitors 13:06 Vinatech Growth Outlook 14:09 Film Capacitors and SST 16:00 MLCC Supercycle Outlook 20:03 Wrap-up #Capacitor #Supercapacitor #MLCC #FilmCapacitor #AIDataCenter #800VDC #KyberRack #Vinatech #LSMaterials #BloomEnergy #PowerSemiconductor #SST #MeritzSecurities #KyungwonMoon #GPU #NVIDIA #MLCCSupercycle #HighVoltage #PowerArchitecture #AfterAI [Disclaimer] This video is based on research and analysis materials published by Meritz Securities. This video and materials are distributed for the purpose of providing information to assist investors in making investment decisions. While the content contained in this video and materials is derived from reliable sources and information, its accuracy or completeness is not guaranteed. Please make your final investment decisions regarding this video and materials based on your own judgment. Therefore, under no circumstances can these materials be used as evidence or for determining legal liability regarding investment results. The intellectual property rights to this video and research and analysis materials belong to our company; therefore, they may not be copied, lent, or distributed without our permission.