POLASTECH Company Deck Japanese June 2026

POLASTECHのCopany Deck日本語版

Transcript

1. All Rights Reserved – POLASTECH INC. 1 2050
2. All Rights Reserved – POLASTECH INC. Turning Heat into Value― ― 2 • • • AWG) DAC EV 2050 Vision Mission https://www.voronoiapp.com/energy/Electricity-Use-From-AI-Data-Centers-Will-Quadruple-by-2030-5038 NVIDIA EnEfG PUE DC ≦1.5 2027/7/1)→≦1.3 2030/7/1) DC ≦1.2 2026/7/1~) ERF DC ≥10% 2026 ~) ≥15% 2027 ~) ≥20%(2028 ~) ※ PUE
3. All Rights Reserved – POLASTECH INC. ∼ 3 200℃ AI 45% PUE 1.10 AWG) DAC AQSOA-AHP
4. All Rights Reserved – POLASTECH INC. 4 • 25 • 100 • MOF LiCl • 1/10 • PFAS F-Gas • 10 InvenSor 100kW DC PUE 1.10 → 1.04 AQSOA) AHP 90% DAC Chillers : InvenSor LTC10 plus (AQSOA Z01) Chilling capacity: 100 kW Operating since:2015
5. All Rights Reserved – POLASTECH INC. 5 AI 45% Grand View Research TAM 650B TAM 107B (AWG) DAC TAM $48B • 2030 10% DC • W45 50–60℃ • PUE EnEfG • AQSOA-AHP 200℃ 136TWh • • 60–90℃ AQSOA-AHP • AWG CAGR 10% • DAC CAGR 30% • DAC AWG+DAC 2025 →2035 AWG 5B DAC 2.5B 2025 AWG 13B DAC 35B 2035
6. All Rights Reserved – POLASTECH INC. 6 • PUE <1.1 PUE 1.3 1.1 PUE 1.03 • 21 / 350kw * 4 • CO2 180t-CO2/ 350kw • PFAS HFC/HFO * 25 /kwh
7. All Rights Reserved – POLASTECH INC. 7 € Δ Δ Δ Δ 5
8. All Rights Reserved – POLASTECH INC. 技術提案 データセンター、DLCのカンファレンスに出展 コンテナ型DC 某所で実証 現状で実証 GEN1設計、完成 技術提案 W45に導入 W45＆コンテナ型DC AHPとCDUの機能統合 GEN2設計、完成 CDUとAHPの機能統合 GEN0完成 CDU＋AHPの機能統合    8
9. All Rights Reserved – POLASTECH INC. 9
10. All Rights Reserved – POLASTECH INC. 10 AWG) DAC
11. All Rights Reserved – POLASTECH INC. • • 11 / POLASTECH AHP CDU NVIDIA W45 DC AHP AQSOA / / AHP / / AQSOA AHP = APAC
12. All Rights Reserved – POLASTECH INC. 12 POC JDA NDA KOM Location 26 POC G G POC S DC POC N A POC L AHP JDA S AHP JDA H AQSOA A AWG DAC C AHP Z02 T
13. All Rights Reserved – POLASTECH INC. 13 • • • • • • • • • • • • • • • •
14. All Rights Reserved – POLASTECH INC. 14 • • •
15. All Rights Reserved – POLASTECH INC. • • 15           
16. All Rights Reserved – POLASTECH INC. • • 16 2 KW 30 KW 2025 2026 2027 2028 2029 2030 2031 2032 10 KW EV DC 80 KW DC 350 KW /D R2→ D P /S H DC G , S LRZ
17. All Rights Reserved – POLASTECH INC. 17
18. All Rights Reserved – POLASTECH INC. 18 2025/7 1 2026/3-2026/9 6M 2.5 2026/2/28Close)    AHP  2kW  AQSOA  AQSOA  NEDO-DTSU STS A 2027/3-2029/2 24M 6  80kW DC  AHP  AQSOA   350kW  AQSOA 300T/Y  NEDO-DTSU PCA B 2029/3-2032/2 36M 15-20  DC 350kW-AHP  AQSOA  1000kW  NEDO-DTSU DMP 2032/3-  DC AHP 2 2026/10-2027/2 6M 1.5  2kW POC  35kWAHP  AQSOA  POC DC     COO
19. All Rights Reserved – POLASTECH INC. 19 POLASTECH / POLASTECH INC. 2025 7 24 2 1 3 0 Club AQSOA® AQSOA® AHP 2025 9 1
20. All Rights Reserved – POLASTECH INC. 2050 20