전력·에너지 · 리포트
Hitachi's nuclear revenue rose as the delivery date for an SMR draws closer, while most of its Energy segment is grid equipment, where sales are strong but inflation and long delivery times are pressures.
Long lead times for grid equipment are a binding constraint on AI power buildouts, so Hitachi's backlog signals that grid-equipment supply will stay tight even as SMR deliveries approach.
업계 전문지Slicast · 2026년 10월 30일 15:39 UTC · 글로벌 · 출처: Utility Dive
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