Supply chain / Optics
Coherent
Photonics company supplying datacom transceivers, lasers and optical circuit switches for AI data centres, with in-house indium phosphide laser production.
- Type
- Company
- Where it sits
- One of the main makers of 800G and 1.6T optical modules that connect GPU clusters.
- Constraint
- An analyst summary of Coherent's fiscal fourth quarter 2026 results reports that indium phosphide laser capacity, not assembly or test, is the limit on its output.
What we checked
- Coherent describes itself as vertically integrated in datacom transceivers and lists a silicon photonics 1.6T-DR8 module and an optical circuit switch among its AI products. (source)
- It is reported that the company is moving indium phosphide production to six-inch wafers in Texas and Sweden, with a third six-inch site in Zurich planned for the first half of 2027. (source)
Written by ComputeFinder from public pages on 2 October 2026. Company statements are the company's own, not independently checked, and reported items are marked as such. Not yet reviewed line by line by a second person. If something is wrong, tell us.