原文：
Serenity 白毛女-中文翻译（公开）
Serenity 白毛女-中文翻译（公开）
原文：
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 / $ENS. Not quite in my domain emphasis cup of tea though.
I wouldn't conflate this as all shortages having a massive TAM, but there could be opportunities...
翻译：
看起来高功率圆柱形电池/BBU电池（也就是瓶颈）短缺：
- 三星SDI向Simplo供应电池，后者将其组装成BBU用于$META和$AMZN。
- 随着数据中心需求的增加，三星SDI的圆柱形电池生产也大幅增加。
- 业内人士表示，松下和三星正在经历BBU电池供应短缺。
因此，我认为主要受益者是：
- 三星SDI（KRX：006400）/松下能源，看起来是最大的赢家
- Murata（6981）/这家公司在MLCC和其他领域不断出现，很有趣
- LG能源（KRX：373220）/即将到来
美国玩家并不多，但可以关注$VRT、$ETN或$BWA / $ENS等相关公司。虽然这不是我的专长，但还是值得注意的。
我不会把所有短缺都看作是一个巨大的市场机会，但还是有一些潜在机会... 🤔
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 / $ENS. Not quite in my domain emphasis cup of tea though.
I wouldn't conflate this as all shortages having a massive TAM, but there could be opportunities...
翻译：
看起来高功率圆柱形电池/BBU电池（也就是瓶颈）短缺：
- 三星SDI向Simplo供应电池，后者将其组装成BBU用于$META和$AMZN。
- 随着数据中心需求的增加，三星SDI的圆柱形电池生产也大幅增加。
- 业内人士表示，松下和三星正在经历BBU电池供应短缺。
因此，我认为主要受益者是：
- 三星SDI（KRX：006400）/松下能源，看起来是最大的赢家
- Murata（6981）/这家公司在MLCC和其他领域不断出现，很有趣
- LG能源（KRX：373220）/即将到来
美国玩家并不多，但可以关注$VRT、$ETN或$BWA / $ENS等相关公司。虽然这不是我的专长，但还是值得注意的。
我不会把所有短缺都看作是一个巨大的市场机会，但还是有一些潜在机会... 🤔
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