Coherent

I still think Photonics is one of the best sectors to be in. Still so much upside in names like $LITE, $AAOI, $COHR, $FN. Good opportunities here after the recent drawdown.

Expert call covering optical components & datacom – 800G/1.6T adoption, Coherent vs. Lumentum vs. Asian module suppliers, AI cluster optical density, and Q4/2027 pricing & volume outlook. $COHR $LITE $AVGO $CIEN https://t.co/luiomEqhpg

Bloomberg Intelligence: scale-up optical engine market forecasted to reach $90 billion in 2030, up from $279 million in 2026 or 322x. OCS market expected to reach $8 billion in 2030. $GOOGL $LITE $COHR $NVDA $TSEM

InP substrate supply chain $LITE $COHR $AXTI $AVGO $AAOI

LightCounting: Port Shipments in 2031 800G: 99 million 1.6T: 194 million 3.2T: 116 million Via OCP $LITE $COHR $MTSI $AAOI

Nomura: supply chain for optical devices $COHR $LITE $AAOI $NVDA $CIEN $GOOGL

Jensen Huang hopes to announce some new partnerships in Europe to unlock more land, power, and shell. Willing to support neoclouds like CoreWeave and Nebius in scaling out in places like Europe. Mentions substrates and silicon photonics…

Morgan Stanley: As we move to multi-rack clusters like the Rubin Ultra NVL576, networking doubles its share of total rack value to 20%, while single-rack memory density compresses. GB300 NVL72: 57% GPU | 15% Memory | 8% Networking Rubin…

Good stuff here. Basically all of the companies involved in near packaged optics are here. $COHR $LITE $CIEN $MRVL $INTC $AAOI https://t.co/eByDZuLJst https://t.co/AXMXXWUk7j

Expert Takeaways: Meta's Optical Demand > Meta signed a $6B deal with Corning for MPO fiber cables to power its next-gen AI data center infrastructure. > Zhongji, Eoptolink, and Cohr lead Meta’s optical supply chain, with new entrants…

The Fed just admitted that AI demand is now big enough to move INFLATION across the entire United States economy. New York Fed President John Williams said today that one more rate hike may be appropriate this year but he currently sees no…

As the need for training and inference infrastructure grows rapidly, there is demand for increased campus sizes, with the growth mandating campus links have 5 km reach or more. Full Coherent systems are predominantly used in long-haul…

Macquarie is forecasting a 89% CAGR for the transceiver market over 2025-2028E, with S/D conditions remaining tight until FY27. $AAOI $LITE $COHR $MTSI $FN

Nice visual shared by Nicholas $NVDA $DELL $COHR $LITE $AVGO https://t.co/WlrCn4lAT2 https://t.co/UFGjvbdr8p

"The optical supply chain has never seen this kind of demand before. Many parts of the supply chain had not had to drastically ramp volumes before and is scrambling." 👍 $LITE $COHR $AMD $CRDO https://t.co/jrQ0cBCDbj

$LITE $COHR $MRVL $AAOI $SIVE Optics sold off today on the NVIDIA and Cisco news. They just co-designed a new pluggable module that packs 4x the bandwidth into the same slot. Fewer modules per GPU sounds bearish for the optics names, and…

Photonics names siding with no bounce at all. $LITE $COHR $AAOI https://t.co/m75ZEqurx9

Mizuho: SiPho modules growing from 23 million in 2025 to 45M in 2026E (up 95% y/y), reaching ~188 million by 2029E. $TSEM $GFS $STM $LITE $COHR

$NVDA just made some HUGE announcements about the future of AI infrastructure. At the Open Compute Project Summit, NVIDIA announced plans to open up more of its next generation Vera Rubin infrastructure designs while expanding its…

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 Growth: Global InP substrate capacity…

BofA has CPO TAM growing to $14.1 billion in 2030E, up from $0.2 billion in 2026E. 206% CAGR '26-'30. $LITE $NVDA $COHR $MRVL $AVGO $TSM https://t.co/1xHSwbPFQT

Nomura: 1.6T transceiver BOM cost breakdown DSP/MCU/CDR lead with 27% of the BOM cost, followed by 200G EML/LD chip at 26%. $LITE $COHR $MRVL $AAOI $AVGO

Nomura: based on our estimates, optical lasers/chips, DSP, TIA/driver chips, and PD chips could make up 66%~72% of BOM costs of 800G EML/SiPh transceivers or 1.6T EML/SiPh transceivers. $LITE $COHR $AAOI

Morgan Stanley: Coherent is being considered as one of the key FAU (or total solution/fiber kit) suppliers to NVIDIA for Rubin NVL576. $COHR $NVDA https://t.co/Kr0xzCJ5PE

Morgan Stanley expects Corning, Coherent, and TFC to have larger roles than FOCI in NVIDIA's CPO programs in Rubin NVL576 generation. $GLW $COHR

I still think Photonics stocks are pretty early. Tons of room to run still. $LITE $AAOI $COHR https://t.co/nAN2THbZMD

Funda Takeaways: OCS > Optical circuit switch (OCS) revenue has surged from under $10m a quarter a year ago to Lumentum expecting over $100m for the September quarter, with total OCS revenue projected to pass $2.5b next year. > Google is…

It feels like the networking/optical theme has room to run after $MRVL's recent analyst day. According to BNP Paribas: We remain bullish on the optical supply chain given the strong demand for 800G and 1.6T transceivers: Coherent, Credo,…

Morgan Stanley Tech Talk: Optics > Expect companies like AMS-Osram and Sumitomo to compete with likes of Lumentum and Coherent in NPO. > FCC decision in coming 1 month (likey) to come on 3.2T transceivers, benefitting Lumentum and…

Lightmatter at HSBC's Silicon Valley tech tour indicated that the broader ecosystem is dealing with delayed CPO adoption, with expected timelines moving towards 2028-30. $NVDA $AMD $LITE $COHR $AAOI $TSM

🚨 BREAKING: @AMD is buying @theworldlabs for $8.2 billion! 💰 Fei-Fei Li's spatial intelligence company, acquired by AMD in an all-stock deal, expected to close by the end of the year subject to regulatory approval. World Labs builds…

TL;DR ⚡ If you don’t have time for the full deep dive, let’s skip straight to the core idea: Tesla turns ordinary surround-camera footage into a persistent overhead model of the road, so curbs, lanes, crosswalks, and junctions do not…

Jefferies: Ayar Labs sees CPO ramps still starting in C28 and shipping in much larger quantities in C29. $LITE $COHR $NVDA $MTSI $AMD

fal's Gorkem Yurtseven and Batuhan Taskaya on how faster-than-real-time generation unlocked continuous, interactive AI video: "One of our engineers, Rehan, started streaming a live stream of continuous generations of H3 Max from his…

Breaking: CEO of $NVDA Jensen Huang says cybersecurity will be the next major use case for AI as cyberattacks grow 'exponentially' Nvidia is the most valuable company on Earth at $5.2T as they make almost every chip powering AI right now…

Goldman Sachs: companies we visited see pricing competition remaining healthy, with 800G optical module pricing decline within single digits in 2027, and 1.6T optical module price to sustain at $700+. $COHR $LITE $AAOI $MTSI

Mizuho: Optical > EML Market Share Dynamics: EML chips remain the workhorse for AI data center optical interconnects, supporting 800G and emerging 1.6T/3.2T architectures, though its share is expected to decline from ~62% in 2025 to ~45%…

Evercore ISI: AI networking to be the highest growth segment within AI data center semis the next 5 years. $SMTC $CRDO $GLW $NOK $CIEN $LITE $COHR

Nomura: EML & CW material and equipment value chain $AXTI $COHR $LITE $ASML $AMAT $LRCX

The UK government's rejection of the AI kill switch proposal tells you something specific about how regulators are thinking about AI risk now. Lord Clement-Jones proposed it September 1. The government's response: cannot simply turn AI off…

LightCounting: The latest data from transceiver suppliers, shown in the figure below, illustrates the new record set in Q2 2026 and our estimates for the rest of the year. Sales of Ethernet transceivers account for about 80% of the total…

GPT-6 Astra turning 9 messy photos into a fully interactive 3D model is the demo, but the underlying shift is more interesting. OpenAI positioned Astra around three capabilities at launch on September 3: computer and browser use, coding…

AI inference is about to create a second trillion dollar supply chain because inference is expected to rise from 30% of demand in 2023 to 75% by 2030 (Save this). That means every chatbot, coding assistant, search engine and AI agent will…

Please give @awodias a follow. They are at CIOE 2026 and providing a lot of useful information 👍 CPO market expected to grow from ~$90 million in 2025 to >$110 billion in 2031, or ~230% CAGR '25-'31. $TSM $LITE $COHR $AVGO $NVDA $AMD…

CIOE 2026: major products within the optical communication industry $GLW $LITE $COHR $AVGO $MRVL $CRDO $SMTC

CVP of Financial Strategy and Investor Relations at AMD, Matt Ramsay, says copper will continue to be used for quite some time: "I do not think you will see it be a point-in-time thing where everybody just decides as an industry, okay, no…

Citi: Scale-out should be one of the major scenarios in the global datacom optical interconnects market due to expanding AI datacenter; scale-up should emerge and become vital $LITE $COHR $NVDA

Photonics never left. $LITE $COHR $AAOI https://t.co/wTaTxTmvXx

1.6T to be the leader in volume by 2028 in global datacom optical interconnects. Expanding to 45% of the market by 2030. $AAOI $LITE $COHR $NVDA https://t.co/Eq3RQ4s69W

UBS: the industry is progressing toward mass production for scale-out from now through 2027, hybrid scale up in 2028-29, and full CPO scale up in 2029-30. $LITE $COHR $NVDA $AMD $AAOI

Just a reminder from optical earnings: -> $LITE: "Lasers will remain effectively sold out for the foreseeable future despite our rapid capacity expansion." -> $COHR: "The demand is robust across almost every single product across data…

Optics is one of the strongest parts of the AI buildout, because every new GPU cluster needs far more high speed connections than the last one (Save this). The table shows global optical module shipments rising from 449,492 thousand units…

Global datacom optical interconnects industry 1.6T and 3.2T will be strong 💪 $COHR $LITE $AAOI

Incredible growth expected for $LITE, $COHR, and $AAOI with new GS optical transceiver forecasts. - Global optical transceiver TAM revised up by 33% / 81% / 115% in 2026-28E. - In 2026/27/28E: optical transceiver market to reach…

Tightly coupling custom ARM CPUs with next-generation accelerators through high-bandwidth coherent interconnects eliminates memory transfer bottlenecks in complex agentic planning and physical AI simulation loops. https://t.co/Z06yKckTSQ