NuAxiSemiconductor trade intelligence
LandMark sees profit soar 650% in 1Q26, secures deal for 5-year InP substrate supply
What happened
LandMark Optoelectronics reported a 650% profit surge in Q1 2026 and secured a five-year InP substrate supply agreement with Sumitomo Electric Industries. Driven by strong demand from AI and silicon photonics, the deal ensures raw material security. Bullish for InP substrate market.
Impact and signal
High impactImpact score: 90/100
Affected components and suppliers
InP Substrate
LandMark OptoelectronicsSumitomo Electric Industries
Source and time
Source: DigiTimes Asia · 4/22/2026 · View original source
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