📊Executive Summary

The Korea Export-Import Bank has announced a $110 million support package for Doosan to establish a semiconductor materials production base in Thailand. This facility, set to begin construction this year in the Araya Industrial Complex, will focus on the production of copper-clad laminates (CCL), a key material for semiconductor chips. This initiative is part of a broader strategy to shift the semiconductor supply chain from China to Southeast Asia, particularly in response to the growing demand for AI semiconductor supply chains. The project aligns with national strategic industries, aiming to enhance global supply chain leadership....