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Panasonic HD (6752.T): Reported supercapacitor production ramp: BBU/CBU combo could lift competitiveness/increase external sales-20260624
高盛· 2026-06-24 11:14
24 June 2026 | 8:09AM JST Equity Research Panasonic HD (6752.T): Reported supercapacitor production ramp: BBU/CBU combo could lift competitiveness/increase external sales The Nikkei report on June 23 that Panasonic HD's subsidiary Panasonic Industry plans to ramp up production of supercapacitors (LINK). Generative AI data centers require products that can cope with unique fluctuations and sudden increases in power consumption (peak shaving). Panasonic holds a c. 80% global market share (per the Nikkei) in b ...