Jensen Huang, CEO of NVIDIA, is set to meet with Park Jung-won, Chairman of Doosan Group, during his visit to South Korea. This meeting is expected to bolster Park's plans to expand Doosan's portfolio from heavy industry into semiconductor materials and robotics.
According to industry sources, the meeting between Huang and key executives from Doosan Group, including Chairman Park, will take place on June 7. The two leaders will meet at a home game for the Doosan Bears against the Kiwoom Heroes at Jamsil Stadium, where Huang will throw the ceremonial first pitch and Park will take the ceremonial first swing. In addition to the baseball event, they are reportedly planning a separate dinner to discuss further collaboration.
Huang's interest in Doosan Group is driven by the company's Electronics Division, particularly its CCL (Copper Clad Laminate) business, and Doosan Robotics' focus on physical AI. Huang has expressed ambitions to expand NVIDIA from an AI semiconductor company to an AI infrastructure and systems provider, making this meeting a potential opportunity to connect materials and robotics within NVIDIA's AI ecosystem.
One of NVIDIA's key interests is securing a stable supply of CCL. As NVIDIA prepares for mass production of its next-generation AI platform, Vera Rubin, securing CCL is essential. CCL, a thin copper layer applied to an insulating board, is a critical material that determines the performance of PCBs (Printed Circuit Boards). Doosan's Electronics Division has entered NVIDIA's supply chain by producing CCL for AI accelerators, which it supplies to PCB manufacturers.
Doosan currently produces CCL for AI accelerators at its facilities in Jeungpyeong, Chungbuk, and Gimcheon, Gyeongbuk. Additionally, the company is establishing a new CCL production base in Thailand, set to begin operations in 2028. Industry experts believe that the new CCL production volume starting in 2028 is likely to be largely secured by NVIDIA.
Collaboration with Doosan Robotics, a company focused on software and automation platforms based on physical AI, is also expected to strengthen. Park Ji-won, Vice Chairman of Doosan Group and CEO of Doosan Enerbility, visited NVIDIA's headquarters last September to discuss AI collaboration between the two companies. Following that meeting, they agreed to train NVIDIA's physical AI technology using Doosan's data to build a customized foundation model. In April, Huang's daughter, Madison Huang, visited Doosan Robotics to inspect its production facilities. As both companies aim to launch an industrial humanoid by 2028, this upcoming meeting is anticipated to further solidify their discussions.
Chairman Park has been pushing to transform Doosan's traditional heavy industry structure by expanding into semiconductor materials and robotics. Under his leadership, the group is focusing on energy and power, physical AI and robotics, and semiconductors as its three core pillars for restructuring its business portfolio. Industry insiders view the meeting with Huang as a significant step in supporting Doosan's business transformation strategy.
An industry source noted, "Since Doosan's Electronics Division is already part of NVIDIA's supply chain, this meeting is likely to expand the scope of collaboration into the robotics sector, strengthening the partnership that encompasses both materials and robotics."
* This article has been translated by AI.
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