Korea Circuit News

Nvidia CEO Jensen Huang visits Korea June 5 for back-to-back meetings with SK, Hyundai, LG, Naver and NCSoft chairs, with a possible Doosan Group encounter at Jamsil ballpark June 7. Article highlights Doosan's two-pronged Nvidia tie-up: Doosan Robotics/Bobcat on Physical AI (industrial humanoids by 2028) and Doosan Electro-Materials as a key CCL supplier into the AI server chain, with Isu Petasys, Pharmicell and Lotte Energy Materials clustered around it.

Why it matters: Executive-visit story rather than a specific order or qual event, but it reinforces Doosan/Isu Petasys positioning in Nvidia's AI-server CCL/PCB supply chain — a read-through worth flagging for board-substrate names.

Lotte Energy Materials is investing ~KRW 49bn to expand its Iksan circuit-foil line, lifting capacity from 3,700t to up to 16,000t by 2027 as it becomes the only Korean copper-foil maker publicly scaling for AI server/semiconductor substrates (Solus Advanced Materials is exiting; SK Nexilis stays in battery foil). The company began supplying HVLP copper foil to a customer in March and passed final HVLP4 qualification in February — industry sources peg the end-use as Nvidia's Vera Rubin AI platform, reinforcing its MOUs with Isu Petasys (PCB) and Doosan Electro BG (CCL).

Why it matters: Core story is Lotte Energy Materials (not in universe), but the HVLP4 qual pass and Nvidia Vera Rubin read-through directly reinforce Isu Petasys's AI-PCB supply chain positioning.