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Industry
Nvidia, Doosan Group expand cooperation across robots and AI data centres
Nvidia and South Korea\'s Doosan Group have expanded cooperation from robots to power and materials for AI data centres. Doosan said on June 8 that four affiliates, including Doosan Robotics, Doosan Bobcat, Doosan Enerbility and Doosan Electronics BG, will broaden collaboration with Nvidia in physical AI, robotics and AI factory infrastructure. The group plans to expand integration with Nvidia platforms step by step based on results at each unit.
Industry
Lotte Energy Materials to invest 50 billion won to expand Iksan circuit foil capacity for AI demand
Lotte Energy Materials will invest about 50 billion won to expand circuit foil production capacity for AI data centres. The investment will target facility expansion at its Iksan plant in North Jeolla Province, the only circuit foil production base in South Korea. The company aims to raise annual maximum circuit foil capacity to 16,000 tons by 2027. It said the move is a pre-emptive investment aimed at both earnings recovery and market expansion.
Industry
AI-driven shortage of circuit boards spreads to defense and aerospace
A supply shortage of high-layer printed circuit boards is continuing amid a surge in AI demand, and demand is now expanding into defense and aerospace, the article said. The boards are high-reliability products needed for long-term operation in extreme environments and are used in AI accelerators and network equipment. The aerospace market is expected to grow from this year as small satellite launches rise. With suppliers limited, the shortage could deepen, lifting prices and creating bottleneck risks for users.
