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Five Moves at Once Aren't an Expansion Manifesto but a Risk Confession: LandMark Publicly Marks Its Three Lifelines
In one day LandMark Optoelectronics locked in materials, orders and tools, and its stock hit limit-up at NT$3,255. But the five board resolutions are three facets of one story: materials, orders and machines, and companies lock these down by contract when they are lifelines, not when they are safe.
2 days ago
Earnings Highlights: LandMark Optoelectronics (3081) | 2026 Q2 — 57% Gross Margin, Record EPS of NT$4.62, and Multi-Wavelength SiPh Lasers as a Moat
LandMark's 2Q26 gross margin hit 57% and EPS reached a record NT$4.62, with SiPh CW lasers now over 80% of revenue. The real signal: nearly NT$6 billion of CAPEX over three quarters, all aimed at 2.5x capacity by 2027, with multi-wavelength capability raising both the technical bar and ASPs.
2 days ago
Articles: Blog2
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