SEOUL – Doosan Electro-Materials is anticipating a boost in copper-clad laminate sales after being selected as CCL supplier for Nvidia's AI chip substrates, according to reports.
Doosan, the world’s largest CCL manufacturer, recently began mass production of CCL for Nvidia’s next-generation next-generation GPU B100, which is scheduled to be released in the fourth quarter of this year.
Doosan's first-quarter sales were 186.5 billion won ($135 million), and are projected to reach 900 billion won this year.
The global CCL market is set to grow at a compound annual rate of 6%, from $15.08 billion in 2022 to $21.2 billion by 2028, according to market research firm Global Information. The CCL market for AI chips is expected to reach $10 billion in 2025.