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Landmark Optoelectronics, Tainan
Tainan, Taiwan23.11°N 120.27°E
computed criticality19/100
reading
One of only 3 listed laser epitaxy foundries
2024Fault line
A Taiwanese supplier of InP/GaAs epiwafers for datacom lasers, upstream of many Chinese and American optical-chip makers. Its location in the Tainan Science Park exposes this discreet building block of the AI chain to the geopolitical risk of the strait.
Actors
Landmark Optoelectronics (Tainan)
VPEC (Taoyuan)
IntelliEPI (Richardson)
Depends on 1
InP substrates, SumitomoPhotonics · Link↗Feeds 1
Innolight, SuzhouPhotonics↗Sources