[Click eStock] "Nanosilican Advanced Materials: Nanomaterials, Silicon Anode, and AI Data Centers...Turnaround Expected"

On November 5, the independent research firm ValueFinder projected that Nanosilican Advanced Materials is entering a turnaround phase by simultaneously securing growth momentum in its three core business sectors: nanoplatform technology, silicon anode materials, and AI data centers.

ValueFinder analyzed that the structural growth of the global secondary battery market, combined with the expanding demand for artificial intelligence (AI) infrastructure, is highly likely to drive a significant improvement in Nanosilican Advanced Materials' performance.

In a report released on the same day, ValueFinder researcher Lee Chungheon stated, "Nanosilican Advanced Materials is expected to see a full-fledged rebound in results, starting with the mass production of silicon anode materials in the first half of next year." He added, "The diversification of product lines and customers in the security business, along with the launch of new data center projects, is making the company's multi-faceted growth story increasingly visible."

Nanosilican Advanced Materials already possesses its flagship 'Active Nanoplatform' solution, which controls color and transmittance according to changes in electromagnetic fields. Lee explained, "Based on this technology, since 2022, the company has supplied more than 1 billion units of pharmaceutical anti-counterfeiting tax stamps (M-Certi) to governments in the Middle East." He continued, "The company is currently generating about 3 million dollars in annual revenue, and is now actively expanding supply to governments and related businesses in South Asia, Africa, and North America."

Lee further noted, "Government-targeted projects offer a stable structure that enables long-term supply," adding, "In addition to security labels, there is high potential for expansion into various industries such as tax stamps, certificates, IT devices, and automobiles."

Additionally, Nanosilican Advanced Materials recently developed a non-milled silicon anode material process, achieving both enhanced performance and unrivaled price competitiveness. This process is evaluated as delivering superior performance compared to conventional products, due to its high energy density, initial coulombic efficiency (ICE), and carbon content.

Lee stated, "Through more than a decade of collaboration with Professor Lee Changseop's team at Keimyung University, and the recruitment of current CEO Park Seonggyu, an expert formerly with Samsung SDI, LG Chem, and Ecopro, the company has completed the internalization of commercially viable technology." He added, "It has also established mass production facilities with an annual capacity of 600 tons. Discussions are currently underway with major domestic secondary battery manufacturers regarding technology development and future supply contracts, and it is highly likely that the first supply contract will be formalized next year."

Lee also noted, "Most of the core equipment for both pilot and mass production stages has already been secured, and by utilizing idle space within the plant, the company is structured to expand its production capacity (CAPA) up to 1,800 tons per year." He concluded, "Therefore, even in the event of future expansion, the burden of large-scale facility investment is not expected to be significant."

The AI data center business, being promoted through its subsidiary Saltright, was also highlighted as a growth driver. Lee said, "Of the planned 110 MW-scale data center in the Incheon area, construction permits for the first 10 MW site have been completed, and groundbreaking is scheduled for the first half of next year." He continued, "Saltright plans to pursue both rental income and capital gains by participating in asset management (AMC) and project financing (PFV). In addition, synergy is expected by applying silicon anode-based energy storage systems (ESS) to the data center."