Coherent ranks 19 on the AI Infra 100 with a score of 96; Huagong Tech ranks 55 with 90. Coherent is ahead on production, progress, positioning and firepower. Huagong Tech is ahead on technology. Level on deployment, commercials and leverage. Coherent is based in Saxonburg, United States, Huagong Tech in Wuhan, China. Coherent is named in 143 signals and Huagong Tech in 0.
Coherent develops and manufactures optical transceivers, lasers, VCSELs, silicon-photonic products and optical circuit switches for AI data-center networks.
Darker bar: ahead of the other company on that measure.
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.
143 signals name Coherent.
108 facts on file.
Huagong Tech sells high-speed optical interconnect modules, including CPO, LPO and silicon-photonics products, and designs silicon-photonics chips.
Darker bar: ahead of the other company on that measure.
The registry's HG Tech is Huagong Tech, and the optical module business people mean when they say HG Tech is actually HG Genuine, its subsidiary, ranked ninth globally in the top-ten optical module list Accelink cited in its 2025 placement prospectus. FY2025 group revenue was RMB 14.355 billion, up 22.59 percent, with net profit attributable RMB 1.471 billion, up 20.48 percent, and non-recurring-adjusted net profit RMB 1.187 billion, up 32.32 percent. The connectivity (optoelectronic device) segment is the engine: RMB 6.097 billion, up 53.39 percent, now 42.48 percent of group revenue, with segment gross margin up 4.85 points to 13.26 percent on the mix shift into 800G and 1.6T. First-half connectivity revenue alone rose 124 percent to RMB 3.744 billion. The technical record is first-mover rather than fast-follower: world-first 1.6T LPO and 1.6T LRO products and a 1.6T 3nm DSP solution, an industry-first 3.2T CPO solution supporting 51.2T switches and compatible with liquid cooling, and on 2026-03-17 at OFC 2026 HG Genuine joined the XPO MSA as a founding member and launched the world's first 12.8T XPO module, XPO being the new liquid-cooled pluggable optical interconnect standard for hyperscale AI data centers. Stated targets are AI-related revenue above 60 percent and overseas revenue above 30 percent within five years, with silicon photonics, LPO, CPO and NPO pursued in parallel across InP, GaAs and SiP platforms, plus thin-film lithium niobate and quantum dot lasers. Mome
20 facts on file.
Coherent ranks 19 on the AI Infra 100 with a score of 96; Huagong Tech ranks 55 with 90. Coherent is ahead on production, progress, positioning and firepower. Huagong Tech is ahead on technology. Level on deployment, commercials and leverage. Coherent is based in Saxonburg, United States, Huagong Tech in Wuhan, China. Coherent is named in 143 signals and Huagong Tech in 0.
Coherent ranks 19 on the AI Infra 100 with a score of 96; Huagong Tech ranks 55 with 90. Coherent is ahead on production, progress, positioning and firepower. Huagong Tech is ahead on technology. Level on deployment, commercials and leverage. Coherent is based in Saxonburg, United States, Huagong Tech in Wuhan, China. Coherent is named in 143 signals and Huagong Tech in 0. Both company files carry the scores on eight measures, the facts with sources and the latest signals.
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