Pharmicell Is Exclusive Doosan Supplier of Low-Dk CCL Materials for Nvidia AI Servers, Q1 Revenue Up 36%
Pharmicell is the exclusive supplier of low-dielectric-constant resin and hardener that Doosan Electro-Materials uses to make copper-clad laminate for AI servers, with Nvidia as the end customer, according to industry sources. First-quarter revenue rose 36% from a year earlier to 36.7 billion won, while low-Dk electronic materials contributed 26.0 billion won, or 71%, of total sales.
Pharmicell began supplying Doosan in 2024 after about a decade of co-developing the materials, and the relationship may be difficult to displace because changes in the resin and hardener require lengthy optimization and re-certification. The company is investing 30 billion won in a third Ulsan plant scheduled to start operating in the first quarter of 2027, a move expected to roughly double current capacity as its existing plants run at full capacity.
From the sources (2 posts)
@jukan05Pharmicell, Exclusive Supplier of Core CCL Material for NVIDIA AI Servers to Doosan Pharmicell, whose core businesses are bio/pharmaceuticals and advanced materials, has been identified as the exclusive supplier of copper-clad laminate (CC
@semiconductorsxPharmicell is the exclusive supplier of the key low-Dk resin + hardener for Doosan Electro-Materials' CCL going into NVIDIA AI servers. Q1 sales jumped 36% YoY, with these materials making up 71% of revenue. New Ulsan factory will double c