What Coherent makes for data centers
public · HQ Saxonburg, US · coherent.com
Coherent (formerly II-VI) makes optical transceivers at 400G/800G moving toward 1.6T, EML and DFB lasers, and silicon-photonics components used in AI data-center interconnects, plus SiC substrates for power devices. From fiscal 2026 it reports a dedicated "Datacenter and Communications" segment.
Listing
Snapshot 2026-08-28T02:17:39Z — nightly, not real-time. · Chart on TradingView ↗
Exposure
6 parts across 3 layers
FY2025 10-K: Networking segment revenue "increased 49% to $3,421 million," attributed "primarily due to increased AI datacenter related revenue" (10-K for the year ended June 30, 2025, sec.gov).
Parts, by layer
Layer 3 — Networking & interconnect
| Part | Role | Confidence | Competitors | Note |
|---|---|---|---|---|
| Optical transceivers | manufacturer | inferred | Accelink, Applied Optoelectronics, Broadcom, Cisco, Eoptolink, HG Genuine | |
| Lasers | manufacturer | inferred | Broadcom, Lumentum, Mitsubishi Electric, POET, Sivers, Sumitomo Electric | |
| DCI / coherent optics | manufacturer | inferred | Adtran, Ciena, Cisco, Lumentum, Marvell, Nokia | |
| External laser sources | manufacturer | inferred | Lumentum |
Layer 4 — Servers, racks & integration
| Part | Role | Confidence | Competitors | Note |
|---|---|---|---|---|
| GaN and SiC | manufacturer | inferred | Infineon, Navitas, Wolfspeed, EPC | SiC substrates |
Layer 7 — Electrical: power distribution (grid to rack)
| Part | Role | Confidence | Competitors | Note |
|---|---|---|---|---|
| 800 V DC architecture & solid-state transformers | manufacturer | inferred | Schneider Electric, ABB, Delta Electronics, Eaton, Flex, Infineon | SiC |
Disclosed customers
| Customer | % | Metric | Period | Filing |
|---|---|---|---|---|
| one customer | 10% | revenue | 2026-06-30 | 10-K |
Verification: enriched, last verified 2026-08-27. Sources: www.coherent.com · www.sec.gov.· Markdown · JSON