Coherent
Optical transceivers, lasers & datacom components
Coherent (formerly II-VI, merged with the original Coherent) is a leading supplier of high-speed optical transceivers (800G/1.6T), lasers, and the indium phosphide and gallium arsenide photonic materials underpinning datacom optics. AI cluster buildouts have made 800G/1.6T transceiver demand a primary growth engine. It is a key upstream supplier to InnoLight and directly to hyperscalers, and a vertically integrated player in optics materials.
Products
800G/1.6T transceivers, lasers
Materials
InP / GaAs photonics, vertically integrated
Driver
AI cluster optical interconnect demand
How it fits the stack
Coherent with what it depends on (above) and what it feeds (below). The figure renders as a crawlable diagram and upgrades to an interactive 3D graph as it scrolls into view.
Coherent in the AI stack. Coherent with its immediate upstream dependencies (top) and downstream dependents (bottom) in the AI value chain. Hover a node in 3D, or read the full relationships below.
Graph data (text) — 4 entities, 4 relationships
- Coherent —sources→ Gallium
- InnoLight (Eoptolink peer) —supplies→ Coherent
- InnoLight (Eoptolink peer) —sources→ Coherent
- Coherent —partners with→ NTT / IOWN (All-Photonics Network)
Depends on ↑ · 1
Context — capital, rivals, policy · · 1