엔비디아 덕에 공장 풀가동…두산이 AI 시대 핵심 공급망 된 이유

Factories Running at Full Capacity Thanks to NVIDIA… Why Doosan Became a Key Supply Chain in the AI ​​Era Jensen Huang’s visit to Korea was more than just a ceremonial first pitch event. The collaboration between NVIDIA and Doosan is expanding into CCL, electronic materials, and data center power businesses, reshaping the landscape of the domestic AI supply chain. ※ This is the broadcast from Thursday, June 11, 2026. *Factories at Full Capacity Thanks to NVIDIA* 00:00 First Meeting Between Jensen Huang and Chairman Park Jung-won 02:25 NVIDIA-Doosan Cooperation Expands: What Has Changed? 04:45 Doosan Electronics BG Emerges as Key Supply Chain for AI Servers 07:05 Analysis of Benefits for Lotte Energy Materials and Pharmicel 11:10 Background of the Failed SK Siltron Acquisition 13:10 Cooperation Expands to Data Center Power Business #NVIDIA #JensenHuang #Doosan #DoosanElectronicsBG #CCL #AIServer #AIDataCenter #LotteEnergyMaterials #Pharmicel #SKSiltron #Semiconductor #TheElec ----------------------------------------------------------------------------- AI Data Center Optical Communication & Interconnect Tech Conference, ‘From Copper to Light’ to be Held on June 24! June 24, 2026 (Wed) 10:00 – 17:00 POSCO Tower Yeoksam, 3rd Floor Event Hall (Yeoksam Station Exit 3) [Offline Event Overview] Event Name: AI Data Center Interconnect Tech Conference… From Copper to Light Date & Time: June 24, 2026 (Wed) 10:00 – 17:00 Venue: POSCO Tower Yeoksam 3F Event Hall (160m from Exit 3, Yeoksam Station, Line 2) Hosted by / Organized by: Thelec, Korea Semiconductor Research Association / Y-Elec Capacity: First-come, first-served 150 people Participation Fee: Pre-registration 440,000 KRW (VAT included) / On-site registration 550,000 KRW (VAT included) Registration Deadline: June 23 (Tue) 12:00 (On-site registration will not be available once pre-registration closes) Event Inquiries: Thelec Director Kim Sang-soo [email protected] 010 5278 5958 [Note] ◦ Registration may close early due to limited capacity in the seminar room. ◦ On-site attendees may enter in advance starting at 09:30. ◦ Presentation materials will be provided in file format only for speakers who have granted permission for public disclosure. Presentation topics and speakers are subject to change. – Individual parking is not provided. ---------------------------------------------------------------------------- Filming & Editing: PD Gong Hae-won ※ The Elec Membership Membership Information ( • The Elec YouTube Membership has been launched. ) Join Membership ( / @theelec9812 ) ※ The Elec Membership Benefits [Fast-watch The Elec Videos] While The Elec live videos and content are basically all 'free', live replays are offered as a benefit exclusively to membership members. The Elec, Media Specializing in Electronic Components