Doosan's SK Siltron acquisition reshapes semiconductor supply chain, accelerates AI-focused portfolio shift

Doosan Group's agreement to acquire a controlling stake in SK Siltron for KRW2.3 trillion (US$1.6 billion) will expand its semiconductor footprint from materials and testing into wafer manufacturing, while giving SK Group additional resources for its AI semiconductor strategy. The deal also highlights how rising AI demand is reshaping wafer valuations, investment priorities, and industry consolidation.