Doosan to build new CCL plant in Thailand

Doosan’s new CCL plant in Thailand isn’t mere capacity relocation—it’s a strategic capture of the shifting PCB supply chain geography. Technically, this move tightens co-development cycles with Taiwanese HDI makers, especially critical as ABF substrate alternatives remain immature and high-frequency CCL becomes the bottleneck for AI server PCBs. From a compliance angle, Thailand’s alignment with the U.S.-led Indo-Pacific Economic Framework offers partial insulation from China-related export controls, though tightening local environmental regulations may inflate hidden costs. Competitors like Panasonic Electric will likely accelerate Vietnamese expansions, while Chinese rivals such as Shengyi may resort to Southeast Asian JVs to stay relevant. Within 18 months, this will catalyze a ‘region-locked R&D’ paradigm: material suppliers must embed themselves in localized customer ecosystems or risk exclusion from next-gen AI hardware supply chains.