The Korea Times
The brisk semiconductor demand led by artificial intelligence (AI) services is prompting Doosan and Lotte Energy Materials to make aggressive investments in expanding production capacity. According to a regulatory filing from Doosan Corp., the company plans to invest 244.5 billion won ($166 million) in its copper clad laminate (CCL) business this year. CCL is a key material used in printed circuit boards for semiconductors, while AI accelerators require high-end CCL capable of minimizing signal loss and withstanding heat generated during high-speed data processing. The amount represents a 2.8-fold increase from a year earlier. Given that Doosan Corp.’s Electro-Materials business group plans to invest a total of 272.5 billion won this year, allocating 244.5 billion won solely to CCL facilities underscores the company’s concentration on the business. The investment reflects the company's robust revenue. In the first quarter of this year, the business group’s sales reached 617.3 billion won, growing 53.2 percent year-on-year to set a new record. The utilization rates at the company’s
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