CW laser supply for AI data centers is already being locked in through 2030. Taiwan’s LandMark Optoelectronics (3081 TT) says a US customer has signed a four-year agreement covering 2027 to 2030 for data-center CW lasers. LandMark is securing the upstream side too. In April, its board approved a five-year InP substrate agreement with Sumitomo Electric (5802 JP) covering 2026 to 2030. Today, the board approved plans for two more InP sourcing agreements: one with a US supplier covering 2027, and another with a Japanese supplier and its Taiwan unit covering 2026 to 2029. LandMark is also putting capital behind that demand. It approved up to NT$2.27 billion, or about $71 million, in equipment investment and disclosed a roughly NT$990 million, or $31 million, equipment purchase from AIXTRON.