COMPANIES · AI CHIPS & NETWORKING
Coherent
Coherent develops and makes lasers, optical transceivers and other optical and optoelectronic components, along with engineered materials, for data-center, communications and industrial customers.
Coherent develops and makes lasers, optical transceivers and other optical and optoelectronic components, along with engineered materials, for data-center, communications and industrial customers.
Optical transceivers and lasers carry data between AI servers and switches, and Coherent says it entered a strategic multi-year agreement to supply NVIDIA with advanced lasers and optical networking products for AI infrastructure. It also has substantial industrial laser and materials businesses outside AI.
Data-center, communications, industrial, semiconductor-equipment and instrumentation customers pay it for lasers, transceivers, optical components and engineered materials.
United States (Saxonburg, Pennsylvania)
AI chips and networking. The companies designing the processors, accelerators and networking equipment that do the actual computing behind AI, including GPUs like NVIDIA's, and the high-speed connections that link thousands of them together.
Connections (5)
Every connection below is tied to a readable source, date, classification and statement of its limits. A company source establishes what that company stated; it does not necessarily provide independent confirmation.
Dated or announced (4)
Source: 2026-08-14 · reviewed 2026-09-26
Evidence: Primary-source statement · Agreement signed; delivery volumes not disclosed
Limits: Establishes a signed agreement only; does not disclose value, volumes, duration, exclusivity, or whether NVIDIA is one of Coherent's two unnamed 10%-plus customers.
Coherent Corp. Form 10-K for fiscal year ended June 30, 2026 ↗Source: 2026-08-04 · reviewed 2026-09-26
Evidence: Secondary reporting (unconfirmed by primary parties) · Agreement signed; prepayment reported received
Limits: Trade-press account of AXT's results; does not establish the agreement's length, delivery volumes, pricing or exclusivity, and was not confirmed here in a primary AXT or Coherent document.
AXT returns to profit, driven by record quarterly revenue from InP ↗Source: 2026-03-23 · reviewed 2026-09-26
Evidence: Primary-source statement · Technology demonstration; not a product in production
Limits: Lab demonstration only; does not establish a supply agreement, production timing, or volumes.
Tower Semiconductor and Coherent Demonstrate 400Gbps/lane Data Transmission with a Silicon Modulator in a Production-Ready Sipho Process ↗Source: 2025-03-18 · reviewed 2026-09-26
Evidence: Primary-source statement · Announced; not confirmed operating
Limits: An ecosystem listing in an NVIDIA announcement; does not specify products supplied, volumes, or revenue.
NVIDIA Announces Spectrum-X Photonics, Co-Packaged Optics Networking Switches to Scale AI Factories to Millions of GPUs ↗Comparisons (1)
Source: 2026-02-24 · reviewed 2026-09-26
Evidence: Analytical comparison · Product/market overlap
Limits: MKS's own list of competitors in one division; does not establish relative market share or head-to-head wins.
MKS Inc. Form 10-K for fiscal year 2025 ↗Coherent Corp. Form 10-K for fiscal year ended June 30, 2026 ↗
Reviewed
Inclusion in this database is not an endorsement of a company or its securities. Nothing here is a recommendation to buy or sell anything, and none of it is individualized investment advice. See the disclosures. Data: AI Map v3.24, released .