NuAxiSemiconductor trade intelligence
LandMark Optoelectronics ramps up semiconductor-grade equipment for 6-inch SiPh amid surging demand
What happened
LandMark Optoelectronics plans a NT$1.315 billion capex increase in 2026 to prepare for demand in H2 2027, targeting the introduction of semiconductor-grade equipment for >6-inch substrates in 2028. Current SiPh output remains far below customer requirements. 关注: Long-term supply expansion plan addresses persistent shortage, but material impact on near-term pricing is limited.
Impact and signal
Medium impactImpact score: 58/100
Affected components and suppliers
Silicon Photonics (SiPh)Optical Communication Epitaxy
LandMark Optoelectronics
capexcapacity-expansionlong-term-plan
Source and time
Source: DigiTimes Asia · 4/24/2026 · View original source
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