NuAxiSemiconductor trade intelligence
LandMark orders surpass 2026 revenue; capacity to expand sixfold
What happened
AI is driving strong demand for silicon photonics, but optical communications epitaxy supplier LandMark Optoelectronics plans to expand capacity sixfold over two years, which would still fall short of customer requirements. The company posted third-quarter 2026 net income of NT$621 million (US$19.1 million), up 33% quarter-over-quarter and 5.28 times year-over-year; major customers have already placed orders covering more than six months. The capacity expansion remains a plan, not a completed outcome.
Impact and signal
Medium impactImpact score: 60/100
Affected components and suppliers
silicon photonicsoptical communications epitaxy
LandMark Optoelectronics
Source and time
Source: DigiTimes Asia · 10/29/2026 · View original source
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