Doosan Group is rapidly expanding its semiconductor operations. Following its recent acquisition of SK Siltron, which marked its entry into the semiconductor wafer business, the company plans to invest approximately 1 trillion won in copper-clad laminates (CCL) for artificial intelligence (AI) data centers, aiming to establish semiconductor materials as a new growth pillar.
On September 17, Doosan announced it will invest a total of 970 billion won in CCL production facilities in South Korea and China. This investment represents the largest facility investment in the company's history. The investment will be carried out over three years, with the expanded production lines expected to begin operations in the second half of 2028.
In South Korea, Doosan will invest about 420 billion won to expand its CCL production line for optical modules. In China, approximately 550 billion won will be allocated to build a CCL manufacturing plant for AI accelerators and network switches.
The choice of production locations was made based on product characteristics and urgency. The CCL line for optical modules in South Korea will utilize specialized personnel to ensure quality and protect core technologies. In contrast, the Chinese facility will benefit from the concentration of global PCB manufacturers, allowing for rapid customer response and quick establishment of the plant to meet changing demands.
As investments in AI data centers increase, the demand for CCL is also rising swiftly. Major global tech companies have announced large-scale expansion plans, leading to significant orders for CCL, with Doosan's domestic production line already exceeding 100% capacity.
For over 50 years, Doosan has led the localization of CCL and has established itself as a key supplier for global AI semiconductor companies. Doosan's Electronics Business Group is projected to surpass 1 trillion won in sales for the first time in 2024, following a remarkable 86% increase to approximately 1.9 trillion won last year.
Yoo Seung-woo, CEO of Doosan, stated, "Global clients recognize our long-accumulated technological capabilities and supply capacity. As the AI data center market grows and customer orders become larger, we aim to respond to our clients' trust by investing ahead of time to supply the necessary quantities promptly and accelerate our long-term growth."
* This article has been translated by AI.
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