The 2035 Supercycle: Why Korean Power Equipment Stocks are Dominating the AI Energy Boom
Discover why Korean power equipment stocks like HD Hyundai Electric and LS Electric are entering a decade-long supercycle driven by AI and global energy needs. Introduction: From a Supercycle to the 'New Normal' For months, investors have whispered about a 'supercycle' in the electrical equipment sector. However, at the recent Korea Investment Week (KIW) 2026, the narrative shifted. Industry leaders are no longer calling this a temporary spike; they are calling it the 'New Normal.' With demand projected to surge until at least 2035, Korean power equipment stocks are positioning themselves as the backbone of the global AI and green energy transition. The Catalyst: AI Data Centers and the US Re-shoring Trend What is driving this unprecedented demand? It is a perfect storm of three major global shifts: The AI Explosion: Data centers require massive amounts of stable power, placing immense pressure on aging electrical grids. US Re-shoring: As the United States b...