Coherent Demonstrates InP Technology Innovation With a Broad Range of Products

Coherent (NYSE: COHR) will showcase a broad InP portfolio at OFC 2026, highlighting lasers, modulators, photodiodes, and subsystems for datacenter and AI-driven optical architectures.

Rhea-AI Summary

Coherent (NYSE: COHR) will showcase a broad InP portfolio at OFC 2026, highlighting lasers, modulators, photodiodes, and subsystems for datacenter and AI-driven optical architectures. The company cites new 400mW CW lasers, 200G/400G photodiodes, nITLA, 800G/1.6T modulators, and D-EML solutions.

Manufacturing: Coherent said it is ramping 6" InP production across fabs in Järfälla, Sherman, and Zürich to reinforce supply continuity and scalability. Visit Booth 1401 at OFC 2026 for demonstrations.

Argus Mar 18 session

+4.64% close to close Open Argus

Details

News Market Reaction – COHR

On Mar 18, the first trading day after this news, COHR closed 4.64% above the previous close.

Data tracked by StockTitan Argus for the Mar 18 session.

Key Figures

Current price: $245.80 52-week range: $45.58 – $300.20 Shelf resale shares: 9,775,846 shares +5 more

Current price

$245.80

Pre-news close, 24h change -0.63%

52-week range

$45.58 – $300.20

Low and high over last 52 weeks

Shelf resale shares

9,775,846 shares

Automatic shelf for resale of common stock from Series B-2 conversion

Shares outstanding

187,419,766 shares

Common shares outstanding as of Dec 15, 2025 per shelf filing

Proposed sale

3,240 shares

Form 144 notice by Howard H. Xia on Mar 17, 2026

Prior sale value

$258,000

Sale of 1,000 shares on Mar 16, 2026 per Form 144

Short interest

3.38%

Short interest as share of float; days to cover 1.37

InP fab size

6" InP wafers

Ramp of 6-inch indium phosphide production across multiple fabs

Historical Context

5 past events · Latest: Mar 12

5 events

1. Mar 12

   Transport platform update

   24h Move

   +0.6%

   Enhanced multi-rail optical transport platform and DCI transceivers for OFC demo.

2. Mar 09

   Index inclusion

   24h Move

   +7.0%

   Announcement of upcoming addition to the S&P 500 index.

3. Mar 09

   Laser product launch

   24h Move

   +7.0%

   Launch of 700mW uncooled 980nm micro‑pump lasers for scale‑across networks.

4. Mar 06

   Module availability

   24h Move

   +7.0%

   General availability of dual‑laser QSFP28‑DCO for single‑fiber 100G transmission.

5. Mar 05

   Cooling product launch

   24h Move

   -7.2%

   Introduction of Thermadite 800 liquid cold plates for AI accelerator cooling.

24h Move is the share-price change in the day after each event; other market factors may also have contributed.

Key Terms

indium phosphide, co-packaged optics, silicon photonics, photodiodes, +1 more

5 terms

indium phosphide technical

"breadth and scalability of its Indium Phosphide (InP) innovations at OFC 2026"

Indium phosphide is a high-performance semiconductor material used to make chips, lasers and detectors that carry and process light and very fast electrical signals. Think of it as a specialized road surface designed for high-speed light traffic—better suited than ordinary silicon for fiber-optic communications, high-frequency electronics and some sensors. Investors care because demand and supply for this material affect companies in telecom, data centers, photonics and semiconductor supply chains, influencing costs, production capacity and technology competitiveness.

co-packaged optics technical

"400mW high-power CW laser for co-packaged optics (CPO) and silicon photonics pluggables"

Co-packaged optics are optical components—lasers and fiber interfaces—physically packaged together with a network switch’s main processing chip so light-based data links sit much closer to the chip instead of traveling over long electrical traces. For investors, this matters because it can dramatically cut power use, boost data speed and density, and lower system costs in large data centers and telecom equipment, much like moving a power outlet next to a heavy appliance to avoid long, inefficient extension cords.

silicon photonics technical

"high-power CW laser for co-packaged optics (CPO) and silicon photonics pluggables"

Silicon photonics is the technology that uses tiny structures etched into silicon chips to generate, control and detect light for moving data and sensing, essentially putting optical fiber functions onto a computer chip. For investors, it matters because it can dramatically increase data speed and energy efficiency in data centers, telecom networks and advanced sensors, potentially lowering costs and enabling new products much like replacing many metal wires with faster, low-power optical highways.

photodiodes technical

"differential EMLs (D-EML) enabling 400G/lane performance... high-speed 200G and 400G photodiodes"

Photodiodes are small semiconductor devices that detect light and convert it into an electrical signal, working much like a tiny, fast solar cell or an electronic “eye.” Investors care because these components are critical in products such as fiber‑optic communications, medical sensors, industrial controls and consumer gadgets; their performance, cost and supply can directly affect a maker’s revenue, margins and ability to compete.

optical transport technical

"co-packaged optics (CPO), pluggable transceivers, and optical transport solutions"

Optical transport is the technology and equipment that sends large volumes of data as pulses of light over fiber-optic cables, acting like high-speed highways for internet traffic, phone calls and cloud services. Investors watch it because upgrades or demand for optical transport signal where telecoms and data-center operators must spend money or can grow revenue, affecting capital expenditures, network capacity, service quality and competitive positioning.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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SAXONBURG, Pa., March 17, 2026 (GLOBE NEWSWIRE) -- Coherent Corp. (NYSE: COHR), a global leader in photonics, today announced that it will highlight the breadth and scalability of its Indium Phosphide (InP) innovations at OFC 2026, showcasing a broad comprehensive portfolio of lasers, modulators, photodiodes, and subsystems that power next-generation datacenter architectures.

As AI-driven infrastructure accelerates demand for higher speeds and greater energy efficiency, InP technology remains foundational to enabling high-performance optical engines. Coherent’s expanding InP-based portfolio includes a 400mW high-power CW laser for co-packaged optics (CPO) and silicon photonics pluggables; 200G EML solutions for 1.6T transceivers; differential EMLs (D-EML) enabling 400G/lane performance for emerging pluggables at 3.2T and beyond; high-speed 200G and 400G photodiodes; and scale-across transmission innovations such as the nano-Integrated Tunable Laser Assemblies (nITLA), 800G and 1.6T IQ modulators, and other optical sub-assemblies. Together, these technologies form an industry-leading comprehensive InP-enabled solution set spanning scale out, scale up as well as scale-across applications, with co-packaged optics (CPO), pluggable transceivers, and optical transport solutions.

“InP technology is central to high-performance optical connectivity,” said Beck Mason, Executive VP – Semiconductor Devices at Coherent. “Our expanding InP platform, from high-power lasers and advanced modulators to photodiodes and integrated subsystems, demonstrates our commitment to delivering the performance, scalability, and manufacturing depth required for AI-driven networks. We are significantly ramping 6’’ InP production across our fabs in Järfälla (Sweden), Sherman (U.S.), and Zürich (Switzerland), reinforcing supply continuity and scalability for customers deploying next-generation optical systems.”

Coherent’s InP-enabled technologies will be demonstrated at OFC 2026 at Booth 1401.

Visit the company’s booth and learn how the company’s expanding manufacturing footprint and comprehensive portfolio are supporting next-generation optical architectures.

About Coherent 

Coherent is the global photonics leader. We harness photons to drive innovation. Industry leaders in the datacenter, communications, and industrial markets rely on Coherent’s world-leading technology to fuel their own innovation and growth.

Founded in 1971 and operating in more than 20 countries, Coherent brings the industry’s broadest, deepest technology stack; unmatched supply chain resilience; and global scale to help its customers solve their toughest technology challenges. Visit us at coherent.com.

Media Contact: 

innovations@coherent.com

A photo accompanying this announcement is available at https://www.globenewswire.com/NewsRoom/AttachmentNg/aaf7f3e4-60e3-40d3-9593-84c0027b313d

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What InP products will Coherent (COHR) demonstrate at OFC 2026 on March 17, 2026?

Coherent will demonstrate a broad InP portfolio including lasers, modulators, photodiodes, and subsystems. According to the company, highlights include a 400mW CW laser, 200G EMLs, D-EMLs, nITLA, and 800G/1.6T modulators for next-gen optics.

How is Coherent (COHR) expanding InP manufacturing to support demand for AI-driven networks?

Coherent is ramping 6" InP production across multiple fabs to increase capacity and supply continuity. According to the company, production is scaling in Järfälla, Sherman, and Zürich to support customers deploying next-generation optical systems.

What role do Coherent's (COHR) D-EML and 200G EML solutions play for transceivers?

D-EML and 200G EML solutions enable higher per-lane performance for emerging pluggables and 1.6T transceivers. According to the company, these components target 400G/lane and 1.6T architectures for datacenter and CPO applications.

Will Coherent (COHR) show products for co-packaged optics (CPO) at OFC 2026?

Yes, Coherent will show InP components designed for co-packaged optics and silicon photonics pluggables. According to the company, examples include a 400mW high-power CW laser and scale-across transmission assemblies for CPO deployment.

Where and when can investors see Coherent's (COHR) InP demonstrations at OFC 2026?

Coherent's InP demonstrations are available at OFC 2026 at Booth 1401, around the conference timeframe in March 2026. According to the company, visitors can learn about its expanding manufacturing footprint and product portfolio there.

How do Coherent's (COHR) nITLA and IQ modulators support higher-speed optical systems?

nITLA and IQ modulators support tunable, high-bandwidth transmission needed for 800G and 1.6T links. According to the company, these scale-across innovations enable pluggable transceivers and optical transport for AI-driven infrastructure.