Lotte Energy Materials Joins NVIDIA Supply Chain, Begins Shipping Key AI Circuit Foil This Month

South Korean electronic materials supplier Lotte Energy Materials specializes in circuit foil used in advanced printed circuit boards, supporting high-speed GPU data transmission and large-scale data processing. Its entry into NVIDIA’s next-generation GPU supply chain reflects growing demand for high-margin materials from AI servers and supports the company’s expansion in global AI infrastructure.

Lotte Energy Materials said it would begin supplying key AI circuit foil for NVIDIA’s next-generation GPUs ahead of schedule in July 2026, without disclosing the order value or shipment volume. Its shares gained about 30% over the two trading days following the announcement. The company also plans to continue expanding related production capacity through 2028 to capture global demand from AI servers and data centers.