Isu Petasys Plans Seventh Plant in Daegu
What happened
Isu Petasys plans to invest 500 billion won to build its seventh plant in the Daegu National Industrial Complex, having signed a memorandum of understanding (MOU) with Daegu City and Dalseong County on Nov. 2. The site covers approximately 168,595 square meters, about eight times the 21,382-square-meter site of its fifth plant, for which an investment agreement was signed in August 2024. In a regulatory filing, the company said it will strive to faithfully implement the investment plan, but the investment period and amount are currently under review and details may change depending on the outcome of discussions. Background: in November 2024 the company disclosed plans to invest 400 billion won in expanding equipment at its first through fourth plants and constructing a fifth plant, scheduled for completion by the end of 2028; in November 2025 it signed a 50.3 billion won investment agreement with Daegu City to establish drilling process production facilities at the sixth plant in the Dalseong Second Industrial Complex (Daegu City currently puts the sixth-plant investment at approximately 60 billion won), where construction has been completed and the plant is preparing to begin full-scale production; in August 2026 the company said it was reviewing an additional 150 billion won to 160 billion won investment in manufacturing equipment and auxiliary facilities at the sixth plant, which it said could begin ordering and installing equipment as early as the second half of 2026. The source's stated cause is surging demand for high-layer-count PCBs used in AI accelerators and servers.
Impact and signal
Affected components and suppliers
Source and time
Source: The Elec · 11/2/2026 · View original source
Real-time pricing, supply signals and AI analysis for semiconductor traders