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Amosense SOFC Expansion on Track, Bloom Energy Eyes 5GW Capacity by 2027
According to Research Aleum, Amosense's solid oxide fuel cell (SOFC) substrate expansion for Bloom Energy is advancing, with Bloom Energy targeting 5GW production capacity by 2027. The analyst forecasts annual demand for substrate units could reach approximately 200 million units at the 5GW production level. Research Aleum initiated coverage of Amosense on October 6 with a positive outlook and target stock price of 13,800 Korean won, implying 74.7% upside from current levels. The analyst noted A
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