Doosan commits KRW968 billion to CCL expansion as demand strains capacity

Doosan’s KRW968 billion investment signals a major shift in CCL capacity expansion, directly addressing bottlenecks in AI accelerators, optical modules, and advanced packaging. This move strengthens upstream supply chains but introduces geopolitical risks, especially amid U.S.-China tech decoupling. Any regulatory tightening in Taiwan, China or Hong Kong, China could raise production costs and prompt supply chain realignment. Competitors like TSMC and Samsung may respond with accelerated CCL investments to secure their positions. Over the next 12–24 months, this expansion will reshape global semiconductor manufacturing dynamics, particularly as demand for data center and AI chip technologies surges, likely driving increased industry consolidation.