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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.
Industry
LG Chem to focus on AI chips, auto materials; targets 2 trillion won electronic materials sales by 2030
LG Chem plans to double sales from its electronic materials business to 2 trillion won by 2030, positioning the segment as a key future growth pillar. The company said it will respond to rising demand for high-performance materials used in AI semiconductors, autonomous driving and next-generation displays. It will expand semiconductor packaging materials, broaden automotive material offerings and accelerate development of display materials for applications such as XR and robots.
