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...
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