Coherent, Inc.

Coherent Named One of TIME’s America’s Growth Leaders 2027

Coherent Corp. was named to TIME and Statista's America's Growth Leaders 2027 list, recognizing growth performance, financial stability, and stock performance. CEO Jim Anderson framed the recognition as a testament to the company's momentum across AI/datacenter infrastructure, communications, industrial, and semiconductor markets. The release contains no financial results, guidance, or operational changes; it is a marketing recognition with modest brand value only.

•3d ago

Coherent Launches PhotonLink™ Integrated Optics Platform for AI Infrastructure

Coherent launched PhotonLink, an integrated optics platform that pulls its lasers, silicon photonics, precision optics, fibers and test capabilities into complete optical solutions for next-generation AI datacenters, spanning co-packaged optics, near-packaged optics and chip-to-chip connectivity. Coherent disclosed more than ten CPO customer engagements and more than ten NPO engagements, with anchor customers and long-term agreements secured for both architectures, plus more than five engagements in emerging chip-to-chip connectivity. Revenue from the platform is expected to begin ramping in Q4 of CY2026. The platform builds on a datacenter manufacturing base that has shipped more than 300 million InP lasers and more than one billion InP and GaAs photodetectors, and Coherent is expanding 6-inch InP and specialty fiber capacity to support the ramp.

•1mo ago

CUbIQ Technologies and Coherent Corp. demonstrate scalable, physical-layer security for AI infrastructure

Coherent Corp. (NYSE: COHR) and Dutch startup CUbIQ Technologies announced a successful proof-of-concept quantum key distribution demonstrator, pairing CUbIQ's CV-QKD transceiver in a QSFP-28 pluggable form factor with Coherent's 200G FR4 OSFP56 optics, to be shown at ECOC 2026 in Málaga. The link was tested on a commercially available NVIDIA DGX Spark system via its ConnectX-7 interface with no changes to the existing network, and CUbIQ claims its pluggable approach reduces power, cost and footprint by a factor of 100 versus conventional rack-based QKD systems. For Coherent, the demo positions its datacenter optics within emerging physical-layer security for AI infrastructure, and the companies say they are working toward a next generation of secure, high-capacity optical transceivers — though the announcement remains an early-stage demonstration with no commercial terms disclosed.

•1mo ago

Coherent Showcases Optical Innovations to Scale AI Infrastructure at ECOC 2026

Coherent Corp. is showcasing new optical technologies for scaling AI infrastructure at ECOC 2026 in Málaga, Spain, spanning co-packaged optics, next-generation pluggable transceivers, optical circuit switching, specialty fibers, and thermal management for rising power density. The company introduced PhotonLink, an integrated optics platform that combines its components and complete optical assemblies to support CPO, NPO and emerging chip-to-chip connectivity, with additional details to be announced separately. Headline demonstrations include a 3.2T 2xDR4 transceiver in an OSFP-size package using eight 425G PAM4 lanes, a 6.4T near-packaged optics engine for AI scale-up and scale-out fabrics, and quantum networking demos with partners Quside and CUbIQ. No financial figures or commercial terms were disclosed; the release reinforces Coherent's positioning across AI datacenter optical connectivity rather than signaling any change in financial outlook.

•1mo ago

Coherent Expands Pluggable Optical Line Systems Portfolio with Full C-Band Amplification to Enable AI Datacenter Networks

Coherent expanded its Pluggable Optical Line System (POLS) portfolio with a full C-band, high-power variable-gain amplifier optical line system in a compact QSFP form factor, aimed at AI datacenter networking. The enhanced POLS supports up to 32 DWDM wavelengths over a single fiber pair, enabling as much as 25.6Tbps of AI datacenter traffic across links from 2km to 200km, and is designed for the latest generation of 800G ZR/ZR+ digital coherent optics. The product is generally available and shipping in high volume, with versions supporting 400G and 800G ZR/ZR+ applications and either SFF-8636 or CMIS 4.0 memory maps; Coherent is showcasing it at ECOC 2026 at booth #2100.

•1mo ago

Coherent Corp. to Unveil PhotonLink™ Platform at ECOC on September 21, 2026

Coherent announced it will unveil its new Coherent PhotonLink™ platform at the 2026 European Conference on Optical Communication (ECOC) in September. The platform is designed for integrated optics spanning the full optical signal chain, supporting CPO and NPO integration to enhance datacenter bandwidth and energy efficiency. CEO Jim Anderson and other executives will present the technology in person and via webcast.

•2mo ago

Coherent Begins Customer Sampling of 300mm High Thermal Conductivity Silicon Carbide Substrates for AI Infrastructure

Coherent has begun customer sampling of its 300mm high thermal conductivity silicon carbide substrates to leading AI semiconductor partners. The new substrates are engineered to improve heat spreading by up to 25% more than current solutions, addressing thermal constraints in AI and high-performance computing systems. This milestone marks the transition from internal development to customer evaluation, leveraging Coherent's vertically integrated manufacturing capabilities.

•2mo ago

Coherent Corp. Reports Fourth Quarter and Full Year Fiscal 2026 Results

Coherent delivered strong Q4 results with revenue of $2.05 billion, up 34% year-over-year, driven by robust demand in datacenter and communications. GAAP gross margin expanded 277 basis points to 38.5%, while GAAP EPS reached $1.19 compared to a loss in the prior year. For the full fiscal year 2026, revenue increased 22.5% to $7.12 billion, with record performance attributed to operational excellence and growth in AI optical connectivity. CEO Jim Anderson highlighted the company's positioning to capitalize on the transition from copper to optical in AI architectures. Looking ahead, the company issued Q1 fiscal 2027 guidance for revenue of $2.2 billion to $2.4 billion and Non-GAAP EPS of $1.85 to $2.05, signaling continued momentum.

•2mo ago

Coherent Named One of TIME's America's Best Companies 2026

Coherent Corp. was named to TIME’s America’s Best Companies 2026 list, selected based on employee satisfaction, financial performance, and sustainability transparency. CEO Jim Anderson stated the recognition reflects the dedication of global teams and their focus on customer innovation. Chief People Officer Grace Lee noted the award reinforces the company's commitment to building an inclusive and high-performance culture.

•3mo ago

Coherent Announces a CHIPS Letter of Intent for $50 Million to Expand World-Leading Manufacturing Facility for AI Infrastructure

Coherent signed a letter of intent to receive up to $50 million in direct funding from the U.S. Department of Commerce to expand its Sherman, Texas manufacturing facility for 6-inch InP semiconductors. The expansion aims to double manufacturing space and quadruple wafer production capacity, creating over 1,000 jobs to support demand for AI datacenter optical technologies. This initiative strengthens Coherent's decades-long partnership with NVIDIA, supplying the critical photonic components needed for high-speed connectivity in AI infrastructure.

•4mo ago