随着核心业务与人工智能产业供应链深度契合，斗山集团预计将实现强劲增长。其电子材料和动力单元部门正受益于数据中心需求的不断扩张。
根据券商共识预期，斗山集团第二季度销售额预计为5.5万亿韩元，营业利润为4650亿韩元，同比分别增长3%和30%。
第一季度，电子材料部门销售额达到6173亿韩元，同比增长53.2%；营业利润同比增长59.9%，至1856亿韩元。公司计划投资1800亿韩元，在泰国阿利亚工业园建设一座新的覆铜板（CCL）工厂。
斗山重工（Doosan Enerbility）已获得10台数据中心用燃气轮机订单，其中包括为埃隆·马斯克的xAI提供的5台380兆瓦机组。分析师预计，到2034年，其累计订单量将超过100台。
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Samsung Electronics estimated a record first-quarter operating profit of 57.2 trillion won ($37.9 billion) on Tuesday, driven by surging demand for AI chips. The figure marks a 755 percent increase from a year earlier, with sales reaching 133 trillion won for the first time exceeding 100 trillion won. The results surpassed analysts' expectations amid a booming AI sector.
Samsung Electronics confirmed record Q1 sales of 133.87 trillion won and operating profit of 57.23 trillion won on April 30, slightly beating its earlier guidance of 133 trillion won in sales and 57.2 trillion won in OP. The results, up 69% and 756% year-on-year, were fueled by AI-driven memory chip demand, with net profit jumping over fivefold to 47.22 trillion won.
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Doosan Enerbility Co. has won a contract to build a combined cycle power plant in Oman. The company announced the 530 billion won deal on Monday.
LG Energy Solution swung to a first-quarter net loss due to weakening global electric vehicle battery demand. The company reported a 944 billion won ($635.8 million) loss, reversing a profit from a year earlier. It plans to expand its energy storage system business for a more balanced portfolio.
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SoftBank reported a net income of 1.83 trillion yen for its fiscal fourth quarter, far exceeding the average analyst estimate of 295.2 billion yen.