Coherent

題材歸屬

• AI Networking / Optical — NVIDIA 用股權買下一條互連帶（NOK / COHR / MRVL / CRWV）hotPrimary

  Coherent — NVDA Q1 2026 13F 持股；2026-03 推 CHR1074 quad TIA 224Gbps for 800G/1.6T；DC&C 部門 Q3 2026 營收 $1.36B (+41% YoY)、佔總營收 75%；CEO 揭與 NVDA 合作「equity + multi-billion R&D」two-part

• CPO 題材 — 共封裝光學從敘事到出貨hotPrimary

  NVIDIA $2B 投資（2026-03），CPO 主動光源 + transceiver 主供

在 research 中被提到

• Rubin NVL576 的 CPO 光通訊鏈——誰在做什麼

  … 與 Lumentum 作為 CPO module 與 EML 雷射的優先供應商；同一公告把 Marvell 與 Broadcom 列為交換器 ASIC 與光電整合的合作對象。 - **CPO module 整合**：Coherent (COHR)、Lumentum (LITE) 各自把雷射、modulator、driver 封裝成一顆光引擎，份額目前估在 35% / 35% / 各 15% 給 Marvell 與 Broadcom（產業估算）。 - **EML / DFB…

• NVIDIA Vera Rubin — 平台與三條 SKU 線

  …tra**：576 顆 GPU 的 super-rack，靠 Co-Packaged Optics (CPO) 取代 copper cable 處理 NVLink。是 NVIDIA 第一個全 CPO 機架平台，2027 H2 才會少量出貨。Coherent、Lumentum、Marvell、Broadcom 是 CPO module 供應商，由 NVIDIA 在 2026-03-02 公告投資 40 億美元保供。 ## 為什麼分三個 SKU 分流是有經濟邏輯的。NVL72…

• 光聖科技 (6442.TWO)：從光纖被動元件到 CPO 矽光子主動光源

  …["Rubin NVL576 機架（內部 scale-up）"] direction LR GPU1[GPU] -. Lotes/BizLink 連接器 .-> CPO1["NVSwitch CPO<br/>Coherent/Lumentum 光引擎"] CPO1 -- Corning 單模光纖 --> CPO2["NVSwitch CPO<br/>Coherent/Lumentum 光引擎"] CPO2 -. …

財報 highlight

法說 / IR events

競爭對手

相關公司

在 BOM 上跟該公司同列出現的廠商 — 可能是同層 supplier、補位 source、或客戶端，不一定是競爭關係。

• LumentumLITE
• Marvell TechnologyMRVL
• BroadcomAVGO
• 光聖科技6442.TW

新聞 timeline

• Coherent Corp. Reports Fourth Quarter and Full Year Fiscal 2026 ...
  2026-09-02 · coherent.com

  SAXONBURG, Pa., August 12, 2026 – Coherent Corp. (NYSE: COHR) (“Coherent,” “We,” or the “Company”), a global leader in photonics, announced financial results today for its fiscal fourth quarter and full year fiscal 2026 ended June 30, 2026. Revenue for the fourth quarter of fiscal 2026 was $2.05 billion, with GAAP gross margin of 38.5% and GAAP net income of $1.19 per diluted share. On a non-GAAP basis, gross margin was 40.2% with net income per diluted share of $1.74. [...] “Fiscal 2026 was an outstanding year for Coherent, with record revenue, significant margin expansion, and non-GAAP EPS growth that was more than twice the rate of revenue growth” said Jim Anderson, CEO. “We enter fiscal 2027 with exceptional customer demand, expanding production capacity, and multiple new growth platf

• COHERENT Definition & Meaning
  2026-09-02 · merriam-webster.com

  # coherent ## adjective ## Synonyms of coherent ## Examples of coherent in a Sentence ## Word History borrowed from Middle French & Latin; Middle French coherent, borrowed from Latin cohaerent-, cohaerens "touching, adjacent, cohering," from present participle of cohaerēre "to cohere" 1557, in the meaning defined at sense 2a ## Rhymes for coherent ## Browse Nearby Words ## Cite this Entry “Coherent.” Merriam-Webster.com Dictionary, Merriam-Webster, Accessed 30 Aug. 2026. [...] Learn a new word every day. Delivered to your inbox! © 2026 Merriam-Webster, Incorporated [...] ### 14 Phobias You Probably Haven't Heard Of ## Games & Quizzes Play Quordle: Guess all four words in a limited number of tries. Each of your guesses must be a real 5-letter word. Play Blossom: Solve today's

• Coherent (Pennsylvania) | NIST
  2026-09-02 · nist.gov

  # Coherent (Pennsylvania) Easton, PA 18045 ## Key Facts coherent pennsylvania state star graphic with pin on easton On January 16, 2025, the U.S. Department of Commerce and Coherent signed a non-binding preliminary memorandum of terms (PMT) to provide up to $79 million in proposed direct funding under the CHIPS and Science Act. The proposed CHIPS funding would support the expansion of Coherent’s existing manufacturing facility in Easton, Pennsylvania. [...] CHIPS for America’s proposed investment to expand Coherent’s production capacity in Easton could increase its substrate capacity by over 750,000 substrates per year and more than double the output of epitaxial wafers per year. The proposed project is expected to create 320 manufacturing jobs and 40 construction jobs. [...] U.S. fla

• Sudhakar Chilukuri
  2026-09-02 · linkedin.com

  - At Deloitte, we believe that leadership is not about having all the answers — it is about staying grounded in your values, asking the right… Liked by Sudhakar Chilukuri View Post Activity Image - We have two outstanding regional leadership positions open in Coherent's global security organization--covering EMEA and Southeast Asia respectively.… Liked by Sudhakar Chilukuri View Post Activity Image [...] - Last week, we brought together leaders from around the world for Coherent Corp.’s Global Leadership Conference. Throughout the week, we discussed… Liked by Sudhakar Chilukuri View Post Activity Image - 🚀 The power of alignment, aspiration, and connection. Last week, more than 500 global leaders from Coherent Corp. came together with a shared… Liked by Sudhakar Chil

• Cristina Rodriguez
  2026-09-02 · linkedin.com

  # Cristina Rodriguez Coherent Corp. Austin, Texas, United States, US 500 connections, 7931 followers ## About Executive Vice President, Communications Business Group at Coherent<br><br> Driving strategy… ## Experience N/A ## Education N/A ## Publications N/A ## Honors & Awards N/A ## Certifications N/A ## Volunteering N/A ## Languages N/A ## Organizations N/A [...] - Proud to see Lattice Semiconductor recognized by TIME as one of America’s Best Companies for the second consecutive year. The strength of our global… Liked by Cristina Rodriguez View Post Activity Image - Proud to be part of the incredible team at Coherent Vietnam as we bring home the Asia's Best Companies to Work For Award. This achievement reflects… Liked by Cristina Rodriguez View Post Activity Image