Doosan Corporation plans its largest-ever investment in high-end copper clad laminate (CCL), committing ₩968.4 billion to facilities in South Korea and China through December 2028 to meet AI-related demand for accelerator network boards, optical modules and future application-specific integrated circuits. DS Investment & Securities raised its Doosan target price to ₩2.75 million from ₩2.4 million, citing the company’s shift to a net cash position and sharply higher earnings estimates for its Electronics Business Group. Optical-transceiver CCL revenue reached about ₩80 billion in the first half, more than tenfold from a year earlier, and is projected at about ₩220 billion in the second half. Doosan will cancel all 2,568,528 treasury shares, including common and preferred shares, on Oct. 2; the shares represent 12.18% of those outstanding and were valued at about ₩2.76 trillion at the current market price. The capacity additions, including the previously announced Thailand expansion, are scheduled to add 35 production lines by 2029, when incremental revenue is estimated at about ₩4.2 trillion based on current unit prices.