斗山将在金堤投资3992亿韩元建AI数据中心光模块CCL产线
Doosan to Invest 399.2 Billion Won in Optical Module CCL Plant in Gimje
斗山10月27日与全北特别自治道和金堤市签署MOU，将在金堤工厂投资3992亿韩元建设面向AI数据中心光模块的CCL专用产线，计划2028年下半年分阶段投产。新厂占地约3.3万平方米，预计创造约200个就业岗位，是斗山9月公布的约9700亿韩元投资计划中首个落地的国内扩产项目。斗山目前已供应支持800Gbps传输的高速光模块CCL。
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Copper-clad laminates (CCL) produced by Doosan’s Electronics BG. (Photo: Doosan)
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Doosan will expand its Gimje plant to build dedicated production lines for copper-clad laminates (CCL) used in optical modules for artificial intelligence (AI) data centers. The project marks the first detailed domestic expansion plan under the company’s investment program of approximately 970 billion won announced in September.
Doosan said Oct. 27 it signed a memorandum of understanding (MOU) with Jeonbuk State and Gimje City to establish dedicated CCL production lines for optical modules. The signing ceremony, held at the provincial government office, was attended by Jeonbuk State Governor Lee Won-taek, Gimje Mayor Jung Sung-joo and Kim In-wook, head of Doosan’s Electronics Business Group (BG), among other officials.
Doosan will invest 399.2 billion won by 2028 to build the plant on a site adjacent to its flexible copper-clad laminate (FCCL) factory in the Gimje Jipyeongseon General Industrial Complex. The new facility will cover approximately 33,000 square meters and create about 200 jobs. The production lines are scheduled to begin phased operations in the second half of 2028.
The expansion is aimed at meeting growing demand for optical module CCL used in AI data centers. Optical modules are key components that convert electrical signals into optical signals between servers and networking equipment. CCL is an essential material for printed circuit boards (PCB). CCL used in optical modules must minimize signal loss during ultra-high-speed transmission.
Doosan supplies CCL for high-speed optical modules capable of transmitting data at 800 gigabits per second (Gbps). The company has established itself as a key partner to major optical module manufacturers.
“Demand for optical module CCL is growing rapidly as AI data centers expand, and this capacity expansion was decided based on the medium- to long-term demand of our major customers,” Kim said. “We will develop the Gimje plant into a key production hub for optical module CCL to ensure timely supply to our customers.”