LS Electric wins about 170 billion won order for 38 kV switchgear for a US hyperscale AI data centre

What changed

Yonhap reported on 19 October 2026 that LS Electric has secured a contract worth about 170 billion won to supply 38 kV switchgear for a hyperscale AI data centre project developed by a major US technology company, which it did not name. The switchgear is for delivery next year, and an LS Electric spokesperson said 2028 volumes will be set in talks with the customer as the contract runs through 2028. LS Electric's regulatory filing states the amount as 125,229,300 USD, booked as a supply contract with its subsidiary LS Electric America, and says it follows an earlier 2026 delivery order for the same project. The customer's identity and site were not disclosed.

Why it matters Editorial analysis

Large buyers are moving medium-voltage gear onto multi-year supply agreements to secure slots, which can lock in lead times but also concentrate supply on one vendor. A 38 kV class suggests distribution at the campus medium-voltage level rather than at the transmission connection. The won and dollar amounts are the same contract converted at the filing's rate, not two separate orders.

Questions a buyer should ask

• Which site and customer is the switchgear for, and is it already under construction?
• What factory capacity in the US (Utah and Texas) backs the 2027 deliveries?
• Are low-voltage switchgear and transformers for the same project still open for tender?

Related records

• Supplier LS Electric
• Technology Data centre power distribution
• Category Switchgear & Transformers suppliers

A supplier link means the company is named in the story or offers this kind of product. It does not mean a contract unless the story says so.

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