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China eases InP restrictions; LMOC projects stable 3Q25, strong 800G demand through 2026

Siu Han, Taipei; Levi Li, DIGITIMES Asia Monday 4 August 2025 0

Credit: LandMark Optoelectronics

LandMark Optoelectronics Corporation (LMOC) expects third quarter 2025 revenue to remain flat or edge higher as China eases export restrictions on indium phosphide (InP) substrates. While suppliers have resumed shipments, production lags persist due...

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