[Click eStock] "Mobis Expected to Gain Momentum from Securing Nuclear Fusion and Quantum Computing Technologies"

On January 7, independent research firm ValueFinder analyzed that Mobis has secured both nuclear fusion and quantum computing technologies, emphasizing the need to pay attention to the momentum generated by its full-scale entry into the quantum computer market.

Mobis, established in 2000, is a company specializing in ultra-precision special control systems. It was listed on the KOSDAQ market in 2017 and has secured references from 450 companies through the supply of its smart factory turnkey control solution, QRP. By expanding this technology, Mobis now supplies control system solutions for nuclear fusion power plants and has successfully won contracts for the control systems of the International Thermonuclear Experimental Reactor (ITER), a project jointly constructed by seven countries. The company is participating in five out of six control system segments for ITER.

Nuclear fusion is a method of generating energy by colliding and fusing two light atomic nuclei, and is considered a next-generation energy technology that is far superior in safety and efficiency compared to conventional nuclear fission-based power. While nuclear fusion is emerging as a game-changer capable of transforming the energy paradigm, the technological barriers remain high. Mobis is responsible for key segments of the ITER control system, and is thus highlighted as a company poised to benefit in the demonstration and commercialization phases of nuclear fusion power technology.

Lee Chungheon, a ValueFinder analyst, stated, "The company is expanding its business based on the structural similarities between accelerators and quantum computers; both divisions use microwaves to control electrons and qubits, the fundamental unit of quantum computers." He added, "It is also noteworthy that the company is the only domestic LLRF (Low-Level Radio Frequency) specialist to supply control solutions to all four major particle accelerators in Korea, effectively securing a monopoly in the domestic accelerator control sector."

The analyst also noted the rise of quantum computing as the next-generation paradigm in the global ICT industry, alongside the growing demand for AI. Unlike conventional computers, which represent the movement of electrons as either 0 or 1, the qubit, the basic unit of a quantum computer, operates on a superposition state where both 0 and 1 exist simultaneously, allowing all possible outcomes to be calculated at once. In May last year, IonQ acquired quantum computing company Oxford Ionics for $1.075 billion, and JP Morgan announced plans to directly invest about $10 billion in the quantum computing industry, reflecting the active involvement of global corporations.

The analyst further commented, "Currently, the company is reportedly in discussions for technological partnerships with leading global quantum computer firms. In addition, last December, it was disclosed that Innovation Asset Management plans to acquire a 26.02% stake for approximately 45 billion won through a stock purchase agreement, marking a turning point for the expansion of Mobis's quantum business."