Nvidia's $4B Optics Push And Capacity Constraints Are Tailwinds For Aeluma [Seeking Alpha]
Coherent Corp. (COHR)
Last coherent corp. earnings: 2/5 04:05 pm
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Source: Seeking Alpha
Coherent Corp. and Lumentum Holdings both warn that indium phosphide (InP) wafer and device capacity may remain constrained for years, even after aggressive fab expansions. Photodetectors sit in the same InP-dependent ecosystem as high-power lasers, making receive-side device supply an underappreciated bottleneck as optical interconnect demand accelerates. Aeluma develops III–V semiconductor devices on 200-mm and 300-mm silicon wafers, a fab-light architecture designed to scale compound-semiconductor performance without relying on native InP substrate capacity. The combined commentary from Coherent Corp. and Lumentum Holdings suggests hyperscalers are now actively pre-buying constrained photonics capacity, which could accelerate attention and valuation toward alternative integration platforms such as Aeluma as they prove commercial readiness. Rasi Bhadramani/iStock via Getty Images Nvidia's ( NVDA ) $4B supply-chain investment and multi-year InP bottlenecks at Coherent ( CO
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News
- Coherent Launches 224Gbps Quad TIA for Next-Generation AI and Cloud Infrastructure [Yahoo! Finance]Yahoo! Finance
- Coherent Launches 224Gbps Quad TIA for Next-Generation AI and Cloud InfrastructureGlobeNewswire
- Coherent Launches WaveMaker® 4000A for Super C-Band DWDM System Testing [Yahoo! Finance]Yahoo! Finance
- Coherent Launches WaveMaker® 4000A for Super C-Band DWDM System TestingGlobeNewswire
- As Coherent Locks Down a Bigger Nvidia Deal, Should You Buy, Sell, or Hold COHR Stock? [Yahoo! Finance]Yahoo! Finance
COHR
Earnings
- 2/4/26 - Beat
COHR
Sec Filings
- 3/4/26 - Form 4
- 3/2/26 - Form 144
- 3/2/26 - Form 8-K
- COHR's page on the SEC website