[Market Feature] Mobis Secures Unshakable Technological Position as AI Power Shortage Spurs Nuclear Fusion Commercialization

Expectations for the commercialization of nuclear fusion, which is attracting attention as a future clean energy source, are growing. Commonwealth Fusion Systems (CFS), the world's largest private nuclear fusion company, recently raised $863 million (approximately 1.17 trillion won). As artificial intelligence (AI) technology advances, global big tech companies are fiercely competing to secure power supplies. With Nvidia's venture arm participating in the investment, efforts to resolve power shortages through nuclear fusion are expected to accelerate. CFS aims to begin actual grid connection at its nuclear fusion power plant in Chesterfield, Virginia, after 2030.

Globally, it is projected that a portion of the 1,200 trillion won market expected for the construction of 479 nuclear power plants by 2030 will shift toward nuclear fusion power generation. According to the International Atomic Energy Agency (IAEA), nuclear fusion can produce four times more energy than nuclear fission from the same weight of fuel, and nearly 4 million times more energy than burning oil or coal.

As of 9:31 a.m. on September 1, Mobis is trading at 2,985 won, up 3.29% from the previous trading day. After rising more than 20% on August 29, the stock has maintained an upward trend for two consecutive trading days.

Mobis is a technology-intensive venture supplying ▲ accelerator control systems and related equipment ▲ nuclear fusion power plant control systems ▲ machine learning solutions. It is the only company in Korea to possess ultra-precision special control and system design technology based on EPICS (The Experimental Physics and Industrial Control System), which is mainly used for the control of big science facilities.

Big science facilities are constructed and improved over several decades, and without verified performance, it is difficult to replace related products or enter the market with new products. Mobis's position in the accelerator and nuclear fusion control sectors is expected to continue for several years. If nuclear fusion power generation becomes widespread globally after the construction of demonstration systems in 2030 and full-scale commercialization begins in 2040, Mobis is expected to emerge as a global leader in accelerator and nuclear fusion power plant control systems.

If Mobis completes performance verification of its products through accelerators to be built domestically over the next three to five years, it is expected to gain opportunities to participate in large-scale accelerator projects planned overseas, as well as to enter the market for medical and industrial small accelerators.

The nuclear fusion power plant control system is a core system supplied to the International Thermonuclear Experimental Reactor (ITER), the world's first such project currently underway in France. Mobis is participating in the construction of control systems for five out of the six control sectors. The company is carrying out the CODAC framework project, which is a conventional central control system, as well as the interlock control system (CIS) project, both of which are among the three central control systems. Mobis is recognized as a key participant in the overall ITER control system construction.

Interest in nuclear fusion power generation is growing year by year. A domestic research team, jointly developing nuclear fusion power technology with the United Kingdom, has developed a world-class superconducting cable. This achievement is seen as a significant step forward toward the commercialization of nuclear fusion power.

As technological advances increase the possibility of commercialization, investments by big tech companies are also rising. According to McKinsey's "Technology Trends Outlook 2025" released in July, companies in the global power and renewable energy sector attracted a total of $223.2 billion (about 307.5 trillion won) in investments last year. In comparison, companies in the AI sector raised about half that amount, totaling $124.3 billion.