Pharmicell Is the Sole Supplier of a Key Material Behind Doosan Nvidia AI Boards

techtimes.com Jun 22, 2026

Pharmicell Is the Sole Supplier of a Key Material Behind Doosan Nvidia AI Boards

Curated by Shubham · TechCapsules · Jun 22, 2026

AI-summarised brief · reviewed before publication

Pharmicell, a Korean company, is the sole supplier of a critical ingredient in Nvidia's AI server circuit boards, providing materials to Doosan, whose end customer is Nvidia. Demand has driven Pharmicell's sales up, with first-quarter revenue from low-dielectric materials rising over 1.5 times from a year earlier. The company expects annual sales of these materials to roughly double this year. Pharmicell's position is difficult to dislodge due to lengthy customer-specific optimization and consecutive evaluations required for new suppliers. A third plant in Ulsan will roughly double capacity once online.

💡 Why It Matters

· Pharmicell's defensible position in the supply chain gives it a unique advantage, making it a quiet beneficiary of the AI buildout.
· Its high barrier to entry protects its market share, allowing the company to capitalize on growing demand for AI hardware.

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