{"city":"Saxonburg","name":"Coherent","slug":"coherent","facts":[{"date":"2026-09-18","type":"revenue_band","value":">500m","source":"rsshub.bkraju.com — 2026-09-18"},{"date":"2026-09-14","type":"setback","value":"Shares fell 12.73% following weak earnings","source":"rsshub.bkraju.com — 2026-09-14"},{"date":"2026-09-02","type":"partnership","value":"Nvidia invested in Coherent to advance optical networking technology","source":"The Register"},{"date":"2026-09-02","type":"funding_round","value":"Nvidia investment across Coherent, Lumentum, and Marvell","source":"The Register"},{"date":"2026-08-28","type":"pilot","value":"Customer-sampling validation for 300mm silicon-carbide platform","source":"Power Electronics News"},{"date":"2026-08-24","type":"pilot","value":"Customer sampling of 300mm high-thermal-conductivity SiC substrates for AI and HPC applications","source":"Power Electronics News"}],"peers":[{"name":"Dongshan Precision","rank":13,"slug":"dongshan-precision","score":"98"},{"name":"Corning","rank":28,"slug":"corning","score":"94"},{"name":"Innolight","rank":29,"slug":"innolight","score":"94"},{"name":"T&S Communications","rank":35,"slug":"t-s-communications","score":"93"},{"name":"Huagong Tech","rank":55,"slug":"huagong-tech","score":"90"},{"name":"Prysmian","rank":56,"slug":"prysmian","score":"89.5"}],"stage":null,"state":"Pennsylvania","aliases":["Coherent Corp","COHR","II-VI","PhotonLink"],"country":"United States","domains":[{"why":"Coherent develops and manufactures optical transceivers, lasers, VCSELs, silicon-photonic products and optical circuit switches for AI data-center networks.","list":"AI Infra 100","rank":19,"tier":"member","layer":"Networking & interconnect","total":96,"domain":"AI Core","scores":{"gate_ne":["firepower"],"leverage":10,"position":10,"progress":10,"firepower":10,"commercial":10,"deployment":10,"production":10,"technology":8},"edition":"November 2026","segment":"Optical & photonic interconnect"}],"founded":null,"signals":[{"date":"2026-10-26","header":"AI infrastructure and semiconductor stocks rose in U.S. trading on October 26, 2026.","outlet":"Yicai"},{"date":"2026-10-19","header":"Six optoelectronics makers are investing in VCSEL-based near-packaged optics for data-center networks","outlet":"semiconductor-today.com"},{"date":"2026-10-19","header":"Six optoelectronics makers are investing in VCSEL-based near-packaged optics for data-center networks.","outlet":"semiconductor-today.com"},{"date":"2026-10-13","header":"U.S. optical-communications stocks fell sharply on October 12.","outlet":"Yicai"},{"date":"2026-10-12","header":"Optical-communications stocks suffered sharp declines.","outlet":"Yicai"},{"date":"2026-10-09","header":"Lumentum and Coherent shares rose as U.S. optical-communications stocks advanced.","outlet":"Yicai"}],"website":"coherent.com","category":"AI Infra · Networking & interconnect","categories":[{"name":"Optical & photonic interconnect","domain":"AI Core","parent":"AI Infra · Networking & interconnect"}],"last_round":null,"updated_at":"2026-10-27T10:00:57.481+00:00","facts_total":108,"positioning":"The largest optical transceiver and laser supplier to AI data centers (800G and 1.6T datacom, indium phosphide lasers, optical circuit switches, co-packaged optics), with Nvidia as a $2B strategic investor; indium phosphide capacity is the bottleneck it names.","sub_category":"Optical & photonic interconnect","signals_total":143,"url":"https://www.frontiertechintelligence.com/companies/coherent","title":"Coherent · ai core, Saxonburg, Pennsylvania, United States · scores, facts and signals · Frontier Tech Intelligence","description":"Coherent develops and manufactures optical transceivers, lasers, VCSELs, silicon-photonic products and optical circuit switches for AI data-center networks. AI Infra 100 rank 19 (score 96) 143 signals and 108 facts with sources.","publisher":"Frontier Tech Intelligence (Future Frontiers, a trade name of Essential Cognition Inc.)","note":"Assessment by Frontier Tech Intelligence; facts and signals carry their sources."}