Photon Capital — COHR’s AI mix and InP capacity ramp
Photon Capital — COHR’s AI mix and InP capacity ramp
A useful, explicitly secondary synthesis of Coherent’s quarter: AI infrastructure is becoming the revenue center while internal InP output remains the upstream capacity question. Read it as a map back to the company call, not as primary authority; it directly informs the optical-supercycle constraint watch.
Why it's worth your time
A useful, explicitly secondary synthesis of Coherent’s quarter: AI infrastructure is becoming the revenue center while internal InP output remains the upstream capacity question. Read it as a map back to the company call, not as primary authority; it directly informs the optical-supercycle constraint watch.
Related
6 events DateTypeEvent
Aug 8 TweetSerenity (aleabitoreddit) — AAOI's earnings call says China is years behind on CPO lasers, and AAOI itself is capacity-out of first-gen CPO Aug 8 TweetGaetano (crux_capital_) — the market sold off the wrong optical name: his bull case for why AXTI's China selloff is negotiating leverage, not a real ban Jul 28 Tweetcrux_capital_ — the photonics buildout isn't over, even at the height of fear Jul 24 Market SignalDisclosed Money: Congress's Most Active Traders Spent May and June Buying the AI Supply Chain Jul 2 Tweetthe two real bear cases for the photonics supercycle (laser oversupply vs VCSEL-over-SiPh) Jul 1 InvestigationPost-beat-decline pattern across optical-supercycle Wave 1 Source links
Tweets, videos, filings, articles, and source pages tied to this read.