# Sumitomo Electric

> Markdown twin of https://roboterminal.app/companies/sumitomo-electric · https://roboterminal.app/companies/sumitomo-electric.md

## On shared sources

- [AXT](https://roboterminal.app/companies/axt) (3)
- [Lumentum](https://roboterminal.app/companies/lumentum) (2)
- [NVIDIA](https://roboterminal.app/companies/nvidia) (2)
- [Credo](https://roboterminal.app/companies/credo) (1)
- [IQE](https://roboterminal.app/companies/iqe) (1)
- [Mizuho](https://roboterminal.app/companies/mizuho) (1)
- [Nomura](https://roboterminal.app/companies/nomura) (1)
- [O-ID](https://roboterminal.app/companies/o-id) (1)
- [UBS](https://roboterminal.app/companies/ubs) (1)

## Pulse

- [@pequityresearch on X](https://x.com/pequityresearch/status/2112986024351858875)
  UBS: 6-inch substrates should remain tight through 2030 because only Sumitomo Electric and AXT can mass-produce at stable quality. However, for mature 2 4 inch substrates, Chinese entrants may eventua…
- [@pequityresearch on X](https://x.com/pequityresearch/status/2112514166997323984)
  Nomura: Sumitomo Electric is on track to secure Nvidia's qualification for ultra-high-power CPO lasers in FY27 before scaling in 2H28.
- [@pequityresearch on X](https://x.com/pequityresearch/status/2109348052947394607)
  Mizuho: InP Supply > InP Substrate Bottleneck: InP substrate remains the tightest bottleneck in the supply chain, with Sumitomo Electric and AXT controlling approximately 85% of the market. > Capacity…
- [@CyberRobooo on X](https://x.com/CyberRobooo/status/2103677638347038757)
  Humanoid robots are going modular. Japan-based O-ID has introduced Modular, a practical humanoid robot with a wheeled base, designed to fit into existing industrial environments（manufacturing,logistic…
- [@MilkRoadAI on X](https://x.com/MilkRoadAI/status/2095893487661330861)
  Nvidia is prepaying billions for a material that most people have never heard of (Save this). Indium phosphide is the only material that efficiently turns electricity into laser light at fiber wavelen…

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Source: Roboterminal · https://roboterminal.app/companies/sumitomo-electric.md