Coherent Corp.

COHRsupplier

Coherent (formerly II-VI + Finisar + Coherent) is the world's largest optical component maker, critical for AI data-center networking (800G transceivers) and industrial laser cutting.

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Produk & Pendapatan

Pangsa Pendapatan Produk

Komposisi Pendapatan ($5.25B)

Data statis (memuat keuangan langsung…)

Networking (Datacom) (44%)

Lasers (24%)

Industrial & Other (32%)

Komposisi segmen dan pelanggan utama

Detail produk

Transceiver Modules (Datacom)44%

800G/400G optical transceivers for hyperscale AI data centers — dominant in high-speed networking.

Industrial Lasers24%

High-power fiber and solid-state lasers for metal cutting, welding, and additive manufacturing.

Defense & Aerospace Optics18%

EO/IR optics, laser subsystems, and compound semiconductors for defense sensors and comms.

Communications Components14%

Indium phosphide (InP) chips, modulators, and EML lasers for telecom infrastructure.

Hubungan Rantai Pasok

Pelanggan Utama

NVIDIA Corporation

800G transceivers for NVL switch fabrics

Dampak: critical

Microsoft Corporation

Azure networking optics

Dampak: major

Arista Networks, Inc.

Arista switch optics

Dampak: significant

Konteks makro dan pasar

반도체Berita sektor

WFE(반도체 장비) 업사이클 + AI HBM 슈퍼사이클 진입

TSMC 가동률

92%+

HBM 수요 성장

+180% YoY

WFE 시장 규모

$105B (2026E)

리드타임 (장비)

18~24개월

Katalis mendatang

◆TSMC Q2 실적 (2026.04.17)◆NVIDIA GB300 양산 착수 발표◆AMAT/LRCX/KLAC 실적 시즌 (2026.05)

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Info Perusahaan

Kantor Pusat

Saxonburg, Pennsylvania, USA

Didirikan

1971

Karyawan

26,000

Situs Web

coherent.com

Gambaran umum sektor — 반도체

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