Doosan Group is stepping up its push into artificial intelligence, betting that expanding global AI infrastructure will lift demand for its semiconductor and energy businesses. The company says it aims to strengthen its business structure and develop new growth engines.
Doosan said Park has recently visited Doosan Enerbility and Doosan’s Electronics BG sites as part of on-site management. “With the AI transformation, a major window of opportunity has opened in the energy business,” Park said. “Based on the capabilities we have built up, we must further strengthen global competitiveness and make the most of the expanded opportunities.”
Park visited Doosan Enerbility’s site in Changwon, South Gyeongsang Province, a day earlier to review the energy business. Doosan said surging AI-related power demand is benefiting the energy-infrastructure company. Park toured a power-generation gas turbine plant and the main equipment manufacturing line for small modular reactors, or SMRs, as the company works to fulfill a growing order book.
Doosan Enerbility said it succeeded in localizing large power-generation gas turbines in 2019 and has won orders for a total of 16 turbines at home and abroad. It also said it signed a contract last year to supply five 380-megawatt large gas turbines to a U.S. big tech company. The company has set a mid- to long-term roadmap targeting cumulative orders of 45 turbines by 2030 and 105 by 2038.
Park also visited Doosan’s Electronics BG site in Jeungpyeong, North Chungcheong Province, to check the manufacturing process for copper-clad laminate, or CCL, used in AI accelerators. Doosan said order backlogs are rising as global big tech companies intensify competition to develop their own AI accelerators. High-performance CCL is required to minimize signal loss and withstand high-temperature operating conditions, it said.
Doosan said a stock purchase agreement to acquire SK Siltron is likely to be finalized next month. It said the wafer maker’s growth prospects are being viewed favorably amid a semiconductor supercycle tied to the AI boom.
Doosan Group said its 2025 revenue rose 9.1% from a year earlier to 19.7784 trillion won, and operating profit increased 5.9% to 1.0627 trillion won. Among AI-related affiliates, Doosan Enerbility said consolidated revenue rose 5.1%, while Doosan’s Electronics BG posted record revenue of 1.8756 trillion won.
Park last month visited CES 2026 in Las Vegas to review AI and other technology trends and seek new business opportunities. Doosan showcased energy solutions such as gas turbines and SMRs, as well as physical AI technologies in construction equipment and robotics, the company said.
* This article has been translated by AI.
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