Doosan bets KRW968 billion on CCL expansion amid AI demand

Doosan's decision marks its biggest commitment yet to copper-clad laminate production, a business that sits upstream of the AI hardware boom. The company is responding to a concrete strain: its key high-end CCL lines are already running beyond full utilization, according to the article. That pressure comes from demand for AI accelerators, network switches and optical modules, the components that move and process data in modern data centers.

The expansion spans both South Korea and China, giving Doosan a footprint in two major manufacturing regions. By putting KRW968 billion into the effort, Doosan is betting that the current tightness in high-end CCL supply will persist long enough to justify the added capacity. The risk is that the AI hardware cycle cools before the new lines come online, leaving Doosan with underused high-end capacity. The outcome likely hinges on whether AI accelerator and networking demand keeps growing at the pace that has kept these lines at full stretch.